Sunburst Financial Group’s Carlisle Companies CSL Stock Holding History

Sunburst Financial Group’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	$243K	Sell	670 -105	-14%	-$36.8K	0.04%	123
2026 Q1	$259K	Hold	775	–	–	0.05%	109
2025 Q4	$248K	Hold	775	–	–	0.05%	111
2025 Q3	$255K	Sell	775 -18	-2%	-$6.86K	0.05%	104
2025 Q2	$296K	Sell	793 -68	-8%	-$25.2K	0.07%	98
2025 Q1	$293K	Sell	861 -20	-2%	-$7.17K	0.07%	89
2024 Q4	$325K	Sell	881 -11	-1%	-$4.79K	0.08%	81
2024 Q3	$401K	Sell	892 -13	-1%	-$5.38K	0.1%	81
2024 Q2	$367K	Sell	905 -30	-3%	-$12.1K	0.1%	82
2024 Q1	$368K	Sell	935 -33	-3%	-$11.2K	0.1%	80
2023 Q4	$302K	Sell	968 -25	-3%	-$6.88K	0.09%	78
2023 Q3	$257K	Hold	993	–	–	0.09%	78
2023 Q2	$255K	Hold	993	–	–	0.09%	80
2023 Q1	$224K	Hold	993	–	–	0.08%	86
2022 Q4	$234K	Hold	993	–	–	0.09%	82
2022 Q3	$278K	Sell	993 -362	-27%	-$104K	0.13%	72
2022 Q2	$323K	Hold	1,355	–	–	0.15%	67
2022 Q1	$333K	Hold	1,355	–	–	0.16%	59
2021 Q4	$336K	Hold	1,355	–	–	0.17%	54
2021 Q3	$269K	Hold	1,355	–	–	0.17%	54
2021 Q2	$259K	Hold	1,355	–	–	0.16%	53
2021 Q1	$223K	Hold	1,355	–	–	0.16%	58
2020 Q4	$212K	Buy	+1,355	New	+$190K	0.16%	57
2020 Q1	–	Sell	-1,355	Closed	-$219K	–	55
2019 Q4	$219K	Buy	+1,355	New	+$209K	0.19%	60

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 $60.8B AUM 26.63% 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

Sunburst Financial Group's CSL Position: Q2 2026 in Review

Sunburst Financial Group reduced its Carlisle Companies (CSL) stake by 14% in Q2 2026, selling an estimated $36.8K and leaving 670 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #123.

Sunburst Financial Group first reported a position in CSL in Q4 2019 and has held it in 24 quarters since. The position peaked at $401K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Sunburst Financial Group held 670 shares of Carlisle Companies worth $243K as of Q2 2026.
Sunburst Financial Group sold 105 Carlisle Companies shares in Q2 2026, an estimated $36.8K.
Carlisle Companies made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #123 holding.
Sunburst Financial Group first reported a position in Carlisle Companies in Q4 2019 and has held it in 24 quarters since.
Sunburst Financial Group's Carlisle Companies position peaked at $401K in Q3 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.