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RMG Wealth Management’s Carlisle Companies CSL Stock Holding History

RMG 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 		$136K Hold
355
– – 0.01% 98
2026
Q1 		$127K Hold
355
– – 0.01% 97
2025
Q4 		$126K Hold
355
– – 0.02% 84
2025
Q3 		$119K Hold
355
– – 0.02% 78
2025
Q2 		$145K Buy
+355
New +$132K 0.02% 70

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 $60.8B AUM 26.63% 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

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

RMG Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 355 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #98.

RMG Wealth Management first reported a position in CSL in Q2 2025 and has held it in 5 quarters since. The position peaked at $145K in Q2 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • RMG Wealth Management held 355 shares of Carlisle Companies worth $136K as of Q2 2026.
  • RMG Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #98 holding.
  • RMG Wealth Management first reported a position in Carlisle Companies in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Carlisle Companies position peaked at $145K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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