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Root Financial Partners’s Carlisle Companies CSL Stock Holding History

Root Financial Partners’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 		– Sell
-160
Closed -$53.4K – 1032
2026
Q1 		$53.4K Buy
160
+62
+63% +$22.6K ﹤0.01% 857
2025
Q4 		$31.4K Sell
98
-18
-16% -$5.83K ﹤0.01% 916
2025
Q3 		$38.2K Buy
+116
New +$44.2K ﹤0.01% 778

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Root Financial Partners's CSL Position: Q2 2026 in Review

Root Financial Partners sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 160 shares — an estimated $53.4K sold.

Root Financial Partners first reported a position in CSL in Q3 2025 and held it in 3 quarters. The position peaked at $53.4K in Q1 2026. 267 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Root Financial Partners reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 160 Carlisle Companies shares in Q2 2026, an estimated $53.4K.
  • Root Financial Partners first reported a position in Carlisle Companies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Carlisle Companies position peaked at $53.4K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.