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TCFG Wealth Management’s Carlisle Companies CSL Stock Holding History

TCFG 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 		$981K Hold
2,941
– – 0.37% 66
2025
Q4 		$941K Hold
2,941
– – 0.37% 67
2025
Q3 		$967K Hold
2,941
– – 0.38% 70
2025
Q2 		$1.1M Hold
2,941
– – 0.5% 46
2025
Q1 		$1M Buy
2,941
+1
+0% +$358 0.5% 52
2024
Q4 		$1.08M Sell
2,940
-66
-2% -$28.8K 0.55% 43
2024
Q3 		$1.35M Buy
+3,006
New +$1.24M 0.68% 34

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCFG Wealth Management held its Carlisle Companies (CSL) position steady in Q1 2026 at 2,941 shares worth $981K. The position accounts for 0.37% of the portfolio, ranked #66.

TCFG Wealth Management first reported a position in CSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2024. 786 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • TCFG Wealth Management held 2,941 shares of Carlisle Companies worth $981K as of Q1 2026.
  • TCFG Wealth Management left its Carlisle Companies share count unchanged in Q1 2026.
  • Carlisle Companies made up 0.37% of TCFG Wealth Management's portfolio in Q1 2026, its #66 holding.
  • TCFG Wealth Management first reported a position in Carlisle Companies in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Carlisle Companies position peaked at $1.35M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.