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Spire Wealth Management’s Carlisle Companies CSL Stock Holding History

Spire 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 		$9.55K Sell
26
-65
-71% -$22.8K ﹤0.01% 1665
2026
Q1 		$30.5K Sell
91
-64
-41% -$23.3K ﹤0.01% 1304
2025
Q4 		$49.4K Sell
155
-635
-80% -$206K ﹤0.01% 1184
2025
Q3 		$260K Sell
790
-230
-23% -$87.7K 0.01% 713
2025
Q2 		$381K Sell
1,020
-940
-48% -$349K 0.01% 573
2025
Q1 		$667K Buy
1,960
+54
+3% +$19.4K 0.02% 495
2024
Q4 		$703K Buy
1,906
+133
+8% +$58K 0.02% 477
2024
Q3 		$798K Buy
1,773
+690
+64% +$285K 0.03% 425
2024
Q2 		$439K Sell
1,083
-132
-11% -$53.2K 0.02% 513
2024
Q1 		$476K Buy
1,215
+337
+38% +$114K 0.01% 528
2023
Q4 		$271K Buy
878
+846
+2,644% +$233K 0.01% 684
2023
Q3 		$8.2K Hold
32
– – ﹤0.01% 1786
2023
Q2 		$8.19K Sell
32
-51
-61% -$11.3K ﹤0.01% 1872
2023
Q1 		$18.7K Sell
83
-129
-61% -$31.4K ﹤0.01% 1648
2022
Q4 		$50K Sell
212
-18,142
-99% -$4.67M ﹤0.01% 991
2022
Q3 		$5.15M Sell
18,354
-17,236
-48% -$4.94M 0.31% 76
2022
Q2 		$8.49M Sell
35,590
-13,609
-28% -$3.39M 0.35% 73
2022
Q1 		$12.1M Sell
49,199
-5,410
-10% -$1.27M 0.32% 78
2021
Q4 		$13.5M Buy
54,609
+1,642
+3% +$377K 0.3% 98
2021
Q3 		$10.5M Buy
52,967
+336
+0.6% +$67.8K 0.28% 102
2021
Q2 		$10.1M Buy
+52,631
New +$9.79M 0.27% 104

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

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

Spire Wealth Management reduced its Carlisle Companies (CSL) stake by 71% in Q2 2026, selling an estimated $22.8K and leaving 26 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Spire Wealth Management first reported a position in CSL in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.5M in Q4 2021. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Spire Wealth Management held 26 shares of Carlisle Companies worth $9.55K as of Q2 2026.
  • Spire Wealth Management sold 65 Carlisle Companies shares in Q2 2026, an estimated $22.8K.
  • Carlisle Companies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1665 holding.
  • Spire Wealth Management first reported a position in Carlisle Companies in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Carlisle Companies position peaked at $13.5M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.