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TFG Advisers’s Carlisle Companies CSL Stock Holding History

TFG Advisers’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
2025
Q2 		$584K Buy
1,565
+33
+2% +$12.3K 0.2% 119
2025
Q1 		$522K Buy
1,532
+126
+9% +$45.2K 0.19% 124
2024
Q4 		$519K Buy
1,406
+78
+6% +$34K 0.19% 128
2024
Q3 		$597K Buy
1,328
+51
+4% +$21.1K 0.21% 116
2024
Q2 		$517K Buy
1,277
+91
+8% +$36.7K 0.2% 116
2024
Q1 		$465K Buy
1,186
+49
+4% +$16.6K 0.18% 127
2023
Q4 		$355K Buy
1,137
+3
+0.3% +$826 0.15% 142
2023
Q3 		$294K Sell
1,134
-7
-0.6% -$1.88K 0.14% 148
2023
Q2 		$293K Buy
1,141
+15
+1% +$3.32K 0.13% 154
2023
Q1 		$255K Buy
1,126
+31
+3% +$7.54K 0.12% 172
2022
Q4 		$258K Buy
1,095
+32
+3% +$8.23K 0.13% 169
2022
Q3 		$298K Buy
1,063
+26
+3% +$7.45K 0.17% 136
2022
Q2 		$247K Buy
1,037
+10
+1% +$2.49K 0.13% 163
2022
Q1 		$253K Buy
1,027
+52
+5% +$12.2K 0.12% 177
2021
Q4 		$242K Buy
+975
New +$224K 0.11% 193
2020
Q1 		– Sell
-409
Closed -$66K – 203
2019
Q4 		$66K Buy
+409
New +$63K 0.04% 253

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFG Advisers's CSL Position: Q2 2025 in Review

TFG Advisers increased its Carlisle Companies (CSL) stake by 2.2% in Q2 2025, buying an estimated $12.3K and bringing the position to 1,565 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #119.

TFG Advisers first reported a position in CSL in Q4 2019 and has held it in 16 quarters since. The position peaked at $597K in Q3 2024. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • TFG Advisers held 1,565 shares of Carlisle Companies worth $584K as of Q2 2025.
  • TFG Advisers bought 33 Carlisle Companies shares in Q2 2025, an estimated $12.3K.
  • Carlisle Companies made up 0.2% of TFG Advisers's portfolio in Q2 2025, its #119 holding.
  • TFG Advisers first reported a position in Carlisle Companies in Q4 2019 and has held it in 16 quarters since.
  • TFG Advisers's Carlisle Companies position peaked at $597K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.