Ritholtz Wealth Management’s Carlisle Companies CSL Stock Holding History

Ritholtz Wealth Management’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	$620K	Sell	1,710 -1,544	-47%	-$541K	0.01%	777
2026 Q1	$1.09M	Buy	3,254 +56	+2%	+$20.4K	0.02%	530
2025 Q4	$1.02M	Sell	3,198 -1,281	-29%	-$415K	0.02%	521
2025 Q3	$1.47M	Buy	4,479 +254	+6%	+$96.8K	0.03%	411
2025 Q2	$1.58M	Buy	4,225 +2,093	+98%	+$777K	0.03%	352
2025 Q1	$726K	Buy	2,132 +829	+64%	+$297K	0.02%	486
2024 Q4	$481K	Buy	1,303 +149	+13%	+$65K	0.01%	577
2024 Q3	$519K	Buy	1,154 +282	+32%	+$117K	0.02%	545
2024 Q2	$353K	Buy	872 +242	+38%	+$97.5K	0.01%	620
2024 Q1	$247K	Buy	+630	New	+$214K	0.01%	696
2022 Q4	–	Sell	-1,269	Closed	-$356K	–	609
2022 Q3	$356K	Buy	+1,269	New	+$364K	0.02%	492

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 $59.9B AUM 27.01% 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

Ritholtz Wealth Management's CSL Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Carlisle Companies (CSL) stake by 47% in Q2 2026, selling an estimated $541K and leaving 1,710 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #777.

Ritholtz Wealth Management first reported a position in CSL in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.58M in Q2 2025. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Ritholtz Wealth Management held 1,710 shares of Carlisle Companies worth $620K as of Q2 2026.
Ritholtz Wealth Management sold 1,544 Carlisle Companies shares in Q2 2026, an estimated $541K.
Carlisle Companies made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #777 holding.
Ritholtz Wealth Management first reported a position in Carlisle Companies in Q3 2022 and has held it in 11 quarters since.
Ritholtz Wealth Management's Carlisle Companies position peaked at $1.58M in Q2 2025.
793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.