Principia Wealth Advisory’s Carlisle Companies CSL Stock Holding History

Principia Wealth Advisory’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09K	Buy	3 +1	+50%	+$350	﹤0.01%	743
2026 Q1	$667	Buy	2 +1	+100%	+$364	﹤0.01%	796
2025 Q4	$320	Sell	1 -2	-67%	-$648	﹤0.01%	881
2025 Q3	$987	Hold	3	–	–	﹤0.01%	650
2025 Q2	$1.12K	Buy	3 +1	+50%	+$371	﹤0.01%	533
2025 Q1	$685	Hold	2	–	–	﹤0.01%	492
2024 Q4	$738	Buy	+2	New	+$872	﹤0.01%	431

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's CSL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Carlisle Companies (CSL) stake by 50% in Q2 2026, buying an estimated $350 and bringing the position to 3 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Principia Wealth Advisory first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12K in Q2 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Principia Wealth Advisory held 3 shares of Carlisle Companies worth $1.09K as of Q2 2026.
Principia Wealth Advisory bought 1 Carlisle Companies share in Q2 2026, an estimated $350.
Carlisle Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #743 holding.
Principia Wealth Advisory first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Carlisle Companies position peaked at $1.12K in Q2 2025.
797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.