SHP Wealth Management’s Carlisle Companies CSL Stock Holding History

SHP 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 Q1	$54.2K	Hold	162	–	–	﹤0.01%	475
2025 Q4	$51.8K	Buy	+162	New	+$52.5K	﹤0.01%	468

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's CSL Position: Q1 2026 in Review

SHP Wealth Management held its Carlisle Companies (CSL) position steady in Q1 2026 at 162 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

SHP Wealth Management first reported a position in CSL in Q4 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

SHP Wealth Management held 162 shares of Carlisle Companies worth $54.2K as of Q1 2026.
SHP Wealth Management left its Carlisle Companies share count unchanged in Q1 2026.
Carlisle Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #475 holding.
SHP Wealth Management first reported a position in Carlisle Companies in Q4 2025 and has held it in 2 quarters since.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.