Shelton Capital Management’s Carlisle Companies CSL Stock Holding History

Shelton Capital 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	$477K	Sell	1,314 -61	-4%	-$21.4K	0.01%	374
2026 Q1	$459K	Hold	1,375	–	–	0.01%	377
2025 Q4	$440K	Sell	1,375 -155	-10%	-$50.2K	0.01%	380
2025 Q3	$503K	Sell	1,530 -47	-3%	-$17.9K	0.01%	351
2025 Q2	$589K	Sell	1,577 -46	-3%	-$17.1K	0.01%	320
2025 Q1	$553K	Sell	1,623 -67	-4%	-$24K	0.01%	313
2024 Q4	$623K	Sell	1,690 -187	-10%	-$81.5K	0.02%	309
2024 Q3	$844K	Sell	1,877 -32	-2%	-$13.2K	0.02%	289
2024 Q2	$774K	Sell	1,909 -147	-7%	-$59.2K	0.02%	290
2024 Q1	$806K	Sell	2,056 -43	-2%	-$14.6K	0.02%	290
2023 Q4	$656K	Sell	2,099 -261	-11%	-$71.9K	0.02%	297
2023 Q3	$612K	Sell	2,360 -79	-3%	-$21.2K	0.02%	297
2023 Q2	$626K	Sell	2,439 -195	-7%	-$43.2K	0.02%	301
2023 Q1	$595K	Sell	2,634 -14	-0.5%	-$3.4K	0.02%	279
2022 Q4	$624K	Sell	2,648 -102	-4%	-$26.2K	0.07%	248
2022 Q3	$771K	Sell	2,750 -49	-2%	-$14K	0.04%	259
2022 Q2	$668K	Buy	2,799 +37	+1%	+$9.22K	0.03%	284
2022 Q1	$679K	Hold	2,762	–	–	0.03%	310
2021 Q4	$685K	Sell	2,762 -196	-7%	-$45K	0.02%	310
2021 Q3	$588K	Hold	2,958	–	–	0.02%	325
2021 Q2	$566K	Hold	2,958	–	–	0.02%	346
2021 Q1	$487K	Sell	2,958 -184	-6%	-$28.2K	0.02%	392
2020 Q4	$491K	Hold	3,142	–	–	0.02%	351
2020 Q3	$384K	Sell	3,142 -160	-5%	-$19.6K	0.02%	475
2020 Q2	$395K	Sell	3,302 -171	-5%	-$20.6K	0.02%	370
2020 Q1	$435K	Sell	3,473 -121	-3%	-$18K	0.03%	316
2019 Q4	$582K	Sell	3,594 -292	-8%	-$45K	0.03%	314
2019 Q3	$566K	Hold	3,886	–	–	0.03%	320
2019 Q2	$546K	Buy	3,886 +3,349	+624%	+$450K	0.03%	327
2019 Q1	$4.38K	Sell	537 -3,845	-88%	-$444K	0.02%	613
2018 Q4	$440K	Hold	4,382	–	–	0.03%	339
2018 Q3	$534K	Hold	4,382	–	–	0.03%	347
2018 Q2	$475K	Hold	4,382	–	–	0.03%	369
2018 Q1	$458K	Sell	4,382 -502	-10%	-$55K	0.03%	383
2017 Q4	$555K	Hold	4,884	–	–	0.04%	349
2017 Q3	$490K	Hold	4,884	–	–	0.03%	367
2017 Q2	$466K	Hold	4,884	–	–	0.03%	379
2017 Q1	$520K	Buy	4,884 +1,178	+32%	+$126K	0.04%	356
2016 Q4	$409K	Sell	3,706 -2,441	-40%	-$267K	0.03%	459
2016 Q3	$630K	Sell	6,147 -10	-0.2%	-$1.04K	0.05%	298
2016 Q2	$651K	Buy	6,157 +10	+0.2%	+$1.01K	0.06%	296
2016 Q1	$612K	Hold	6,147	–	–	0.06%	312
2015 Q4	$545K	Hold	6,147	–	–	0.05%	332
2015 Q3	$537K	Hold	6,147	–	–	0.06%	326
2015 Q2	$615K	Hold	6,147	–	–	0.06%	305
2015 Q1	$569K	Sell	6,147 -463	-7%	-$42.6K	0.06%	340
2014 Q4	$596K	Sell	6,610 -483	-7%	-$41.7K	0.07%	300
2014 Q3	$570K	Hold	7,093	–	–	0.08%	296
2014 Q2	$614K	Hold	7,093	–	–	0.09%	276
2014 Q1	$563K	Hold	7,093	–	–	0.08%	285
2013 Q4	$563K	Hold	7,093	–	–	0.09%	271
2013 Q3	$499K	Hold	7,093	–	–	0.08%	294
2013 Q2	$442K	Buy	+7,093	New	+$464K	0.08%	305

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

Shelton Capital Management's CSL Position: Q2 2026 in Review

Shelton Capital Management reduced its Carlisle Companies (CSL) stake by 4.4% in Q2 2026, selling an estimated $21.4K and leaving 1,314 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #374.

Shelton Capital Management first reported a position in CSL in Q2 2013 and has held it in 53 quarters since. The position peaked at $844K in Q3 2024. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Shelton Capital Management held 1,314 shares of Carlisle Companies worth $477K as of Q2 2026.
Shelton Capital Management sold 61 Carlisle Companies shares in Q2 2026, an estimated $21.4K.
Carlisle Companies made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #374 holding.
Shelton Capital Management first reported a position in Carlisle Companies in Q2 2013 and has held it in 53 quarters since.
Shelton Capital Management's Carlisle Companies position peaked at $844K in Q3 2024.
793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.