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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
Q2 		$59K Buy
163
+1
+0.6% +$350 ﹤0.01% 504
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Carlisle Companies (CSL) stake by 0.62% in Q2 2026, buying an estimated $350 and bringing the position to 163 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

SHP Wealth Management first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • SHP Wealth Management held 163 shares of Carlisle Companies worth $59K as of Q2 2026.
  • SHP Wealth Management bought 1 Carlisle Companies share in Q2 2026, an estimated $350.
  • Carlisle Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #504 holding.
  • SHP Wealth Management first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.