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Sylvest Advisors’s Carlisle Companies CSL Stock Holding History

Sylvest Advisors’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 		$759K Buy
2,091
+70
+3% +$24.5K 0.34% 37
2026
Q1 		$674K Buy
2,021
+6
+0.3% +$2.18K 0.36% 36
2025
Q4 		$645K Buy
2,015
+61
+3% +$19.8K 0.34% 39
2025
Q3 		$643K Sell
1,954
-107
-5% -$40.8K 0.35% 41
2025
Q2 		$770K Sell
2,061
-32
-2% -$11.9K 0.44% 29
2025
Q1 		$713K Buy
2,093
+137
+7% +$49.1K 0.45% 35
2024
Q4 		$721K Buy
+1,956
New +$853K 0.44% 34

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Sylvest Advisors's CSL Position: Q2 2026 in Review

Sylvest Advisors increased its Carlisle Companies (CSL) stake by 3.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 2,091 shares worth $759K. The position accounts for 0.34% of the portfolio, ranked #37.

Sylvest Advisors first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q2 2025. 280 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Sylvest Advisors held 2,091 shares of Carlisle Companies worth $759K as of Q2 2026.
  • Sylvest Advisors bought 70 Carlisle Companies shares in Q2 2026, an estimated $24.5K.
  • Carlisle Companies made up 0.34% of Sylvest Advisors's portfolio in Q2 2026, its #37 holding.
  • Sylvest Advisors first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • Sylvest Advisors's Carlisle Companies position peaked at $770K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.