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Prospera Financial Services’s Carlisle Companies CSL Stock Holding History

Prospera Financial Services’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 		$2.39M Buy
6,577
+1,954
+42% +$684K 0.03% 468
2026
Q1 		$1.54M Buy
4,623
+819
+22% +$298K 0.02% 573
2025
Q4 		$1.22M Buy
3,804
+278
+8% +$90.1K 0.02% 620
2025
Q3 		$1.16M Sell
3,526
-88
-2% -$33.5K 0.02% 626
2025
Q2 		$1.35M Sell
3,614
-15
-0.4% -$5.57K 0.03% 573
2025
Q1 		$1.24M Buy
3,629
+174
+5% +$62.4K 0.03% 506
2024
Q4 		$1.27M Buy
3,455
+2,391
+225% +$1.04M 0.03% 477
2024
Q3 		$478K Buy
1,064
+17
+2% +$7.03K 0.01% 737
2024
Q2 		$424K Sell
1,047
-52
-5% -$21K 0.01% 773
2024
Q1 		$431K Buy
1,099
+47
+4% +$15.9K 0.01% 754
2023
Q4 		$329K Sell
1,052
-13
-1% -$3.58K 0.01% 807
2023
Q3 		$276K Sell
1,065
-28
-3% -$7.51K 0.01% 834
2023
Q2 		$280K Buy
+1,093
New +$242K 0.01% 827
2022
Q2 		– Sell
-3
Closed -$1K – 1806
2022
Q1 		$1K Buy
+3
New +$703 ﹤0.01% 2587

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's CSL Position: Q2 2026 in Review

Prospera Financial Services increased its Carlisle Companies (CSL) stake by 42% in Q2 2026, buying an estimated $684K and bringing the position to 6,577 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #468.

Prospera Financial Services first reported a position in CSL in Q1 2022 and has held it in 14 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Prospera Financial Services held 6,577 shares of Carlisle Companies worth $2.39M as of Q2 2026.
  • Prospera Financial Services bought 1,954 Carlisle Companies shares in Q2 2026, an estimated $684K.
  • Carlisle Companies made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #468 holding.
  • Prospera Financial Services first reported a position in Carlisle Companies in Q1 2022 and has held it in 14 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.