RCA
CSL icon

Resonant Capital Advisors’s Carlisle Companies CSL Stock Holding History

Resonant Capital Advisors’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 		$449K Buy
1,238
+114
+10% +$39.9K 0.02% 314
2026
Q1 		$375K Buy
1,124
+80
+8% +$29.1K 0.02% 330
2025
Q4 		$334K Buy
1,044
+76
+8% +$24.6K 0.02% 318
2025
Q3 		$318K Sell
968
-30
-3% -$11.4K 0.02% 321
2025
Q2 		$373K Buy
998
+182
+22% +$67.6K 0.02% 286
2025
Q1 		$278K Buy
816
+75
+10% +$26.9K 0.02% 303
2024
Q4 		$273K Buy
741
+2
+0.3% +$872 0.02% 286
2024
Q3 		$332K Buy
739
+24
+3% +$9.93K 0.02% 263
2024
Q2 		$290K Buy
715
+90
+14% +$36.3K 0.02% 275
2024
Q1 		$245K Buy
+625
New +$212K 0.02% 301

Other funds holding CSL

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Resonant Capital Advisors's CSL Position: Q2 2026 in Review

Resonant Capital Advisors increased its Carlisle Companies (CSL) stake by 10% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,238 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #314.

Resonant Capital Advisors first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. 391 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Resonant Capital Advisors held 1,238 shares of Carlisle Companies worth $449K as of Q2 2026.
  • Resonant Capital Advisors bought 114 Carlisle Companies shares in Q2 2026, an estimated $39.9K.
  • Carlisle Companies made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #314 holding.
  • Resonant Capital Advisors first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • 391 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.