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Retirement Wealth Solutions’s Carlisle Companies CSL Stock Holding History

Retirement Wealth Solutions’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 		$3.99K Buy
11
+5
+83% +$1.75K ﹤0.01% 397
2026
Q1 		$2K Hold
6
– – ﹤0.01% 500
2025
Q4 		$1.92K Sell
6
-7
-54% -$2.27K ﹤0.01% 460
2025
Q3 		$4.28K Buy
+13
New +$4.96K ﹤0.01% 332

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

Retirement Wealth Solutions's CSL Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Carlisle Companies (CSL) stake by 83% in Q2 2026, buying an estimated $1.75K and bringing the position to 11 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Retirement Wealth Solutions first reported a position in CSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.28K in Q3 2025. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of Carlisle Companies worth $3.99K as of Q2 2026.
  • Retirement Wealth Solutions bought 5 Carlisle Companies shares in Q2 2026, an estimated $1.75K.
  • Carlisle Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #397 holding.
  • Retirement Wealth Solutions first reported a position in Carlisle Companies in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Carlisle Companies position peaked at $4.28K in Q3 2025.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.