TD Private Client Wealth’s Carlisle Companies CSL Stock Holding History

TD Private Client Wealth’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	$720K	Sell	1,985 -13	-0.7%	-$4.55K	0.01%	432
2026 Q1	$667K	Buy	1,998 +1,981	+11,653%	+$721K	0.01%	432
2025 Q4	$5.44K	Sell	17 -3	-15%	-$972	﹤0.01%	1148
2025 Q3	$6.58K	Buy	20 +2	+11%	+$762	﹤0.01%	1104
2025 Q2	$6.72K	Hold	18	–	–	﹤0.01%	1088
2025 Q1	$6.13K	Sell	18 -51	-74%	-$18.3K	﹤0.01%	1058
2024 Q4	$25.4K	Buy	69 +57	+475%	+$24.8K	﹤0.01%	943
2024 Q3	$5.4K	Buy	12 +10	+500%	+$4.14K	﹤0.01%	1108
2024 Q2	$810	Buy	+2	New	+$806	﹤0.01%	1178
2021 Q4	–	Sell	-18	Closed	-$3.58K	–	1187
2021 Q3	$3.58K	Hold	18	–	–	﹤0.01%	983
2021 Q2	$3.44K	Hold	18	–	–	﹤0.01%	991
2021 Q1	$2.96K	Hold	18	–	–	﹤0.01%	971
2020 Q4	$2.81K	Sell	18 -10	-36%	-$1.41K	﹤0.01%	931
2020 Q3	$3.43K	Hold	28	–	–	﹤0.01%	871
2020 Q2	$3.35K	Hold	28	–	–	﹤0.01%	868
2020 Q1	$3.51K	Buy	28 +10	+56%	+$1.48K	﹤0.01%	837
2019 Q4	$2.91K	Buy	+18	New	+$2.77K	﹤0.01%	872

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 $59.9B AUM 27.01% 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

TD Private Client Wealth's CSL Position: Q2 2026 in Review

TD Private Client Wealth reduced its Carlisle Companies (CSL) stake by 0.65% in Q2 2026, selling an estimated $4.55K and leaving 1,985 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #432.

TD Private Client Wealth first reported a position in CSL in Q4 2019 and has held it in 17 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

TD Private Client Wealth held 1,985 shares of Carlisle Companies worth $720K as of Q2 2026.
TD Private Client Wealth sold 13 Carlisle Companies shares in Q2 2026, an estimated $4.55K.
Carlisle Companies made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #432 holding.
TD Private Client Wealth first reported a position in Carlisle Companies in Q4 2019 and has held it in 17 quarters since.
793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.