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Sequoia Financial Advisors’s Carlisle Companies CSL Stock Holding History

Sequoia Financial Advisors’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 		$616K Sell
1,699
-79
-4% -$27.7K ﹤0.01% 1209
2026
Q1 		$593K Buy
1,778
+80
+5% +$29.1K ﹤0.01% 1174
2025
Q4 		$543K Buy
1,698
+930
+121% +$301K ﹤0.01% 1238
2025
Q3 		$253K Buy
+768
New +$293K ﹤0.01% 1486

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

Sequoia Financial Advisors's CSL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Carlisle Companies (CSL) stake by 4.4% in Q2 2026, selling an estimated $27.7K and leaving 1,699 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Sequoia Financial Advisors first reported a position in CSL in Q3 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Sequoia Financial Advisors held 1,699 shares of Carlisle Companies worth $616K as of Q2 2026.
  • Sequoia Financial Advisors sold 79 Carlisle Companies shares in Q2 2026, an estimated $27.7K.
  • Carlisle Companies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1209 holding.
  • Sequoia Financial Advisors first reported a position in Carlisle Companies in Q3 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.