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Sendero Wealth Management’s Carlisle Companies CSL Stock Holding History

Sendero 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 		$824K Buy
2,271
+391
+21% +$137K 0.08% 139
2026
Q1 		$627K Sell
1,880
-125
-6% -$45.5K 0.07% 143
2025
Q4 		$641K Buy
2,005
+127
+7% +$41.2K 0.07% 139
2025
Q3 		$618K Buy
1,878
+432
+30% +$165K 0.07% 130
2025
Q2 		$540K Hold
1,446
– – 0.07% 138
2025
Q1 		$492K Buy
1,446
+212
+17% +$76K 0.07% 138
2024
Q4 		$455K Sell
1,234
-940
-43% -$410K 0.07% 132
2024
Q3 		$978K Hold
2,174
– – 0.15% 81
2024
Q2 		$881K Hold
2,174
– – 0.15% 82
2024
Q1 		$852K Sell
2,174
-751
-26% -$255K 0.15% 91
2023
Q4 		$914K Buy
2,925
+250
+9% +$68.9K 0.17% 87
2023
Q3 		$694K Buy
2,675
+410
+18% +$110K 0.15% 90
2023
Q2 		$581K Buy
2,265
+581
+35% +$129K 0.13% 97
2023
Q1 		$381K Buy
1,684
+618
+58% +$150K 0.12% 81
2022
Q4 		$251K Sell
1,066
-663
-38% -$171K 0.09% 93
2022
Q3 		$484K Sell
1,729
-3,816
-69% -$1.09M 0.2% 65
2022
Q2 		$671K Buy
5,545
+3,435
+163% +$856K 0.64% 40
2022
Q1 		$519K Buy
+2,110
New +$494K 0.24% 47

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

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

Sendero Wealth Management increased its Carlisle Companies (CSL) stake by 21% in Q2 2026, buying an estimated $137K and bringing the position to 2,271 shares worth $824K. The position accounts for 0.08% of the portfolio, ranked #139.

Sendero Wealth Management first reported a position in CSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $978K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Sendero Wealth Management held 2,271 shares of Carlisle Companies worth $824K as of Q2 2026.
  • Sendero Wealth Management bought 391 Carlisle Companies shares in Q2 2026, an estimated $137K.
  • Carlisle Companies made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Sendero Wealth Management first reported a position in Carlisle Companies in Q1 2022 and has held it in 18 quarters since.
  • Sendero Wealth Management's Carlisle Companies position peaked at $978K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.