Tradition Wealth Management’s Carlisle Companies CSL Stock Holding History

Tradition 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	$260K	Buy	780 +2	+0.3%	+$728	0.02%	414
2025 Q4	$249K	Sell	778 -18	-2%	-$5.83K	0.02%	423
2025 Q3	$262K	Buy	796 +1	+0.1%	+$381	0.02%	405
2025 Q2	$297K	Sell	795 -1	-0.1%	-$371	0.02%	355
2025 Q1	$271K	Buy	796 +6	+0.8%	+$2.15K	0.02%	349
2024 Q4	$291K	Sell	790 -34	-4%	-$14.8K	0.03%	325
2024 Q3	$370K	Buy	824 +2	+0.2%	+$827	0.03%	290
2024 Q2	$333K	Buy	822 +2	+0.2%	+$806	0.03%	296
2024 Q1	$322K	Buy	820 +1	+0.1%	+$339	0.03%	297
2023 Q4	$256K	Buy	819 +2	+0.2%	+$551	0.03%	294
2023 Q3	$212K	Buy	817 +2	+0.2%	+$536	0.03%	298
2023 Q2	$209K	Buy	815 +79	+11%	+$17.5K	0.02%	302
2023 Q1	$166K	Buy	736 +313	+74%	+$76.1K	0.02%	328
2022 Q4	$100K	Hold	423	–	–	0.01%	379
2022 Q3	$119K	Buy	+423	New	+$121K	0.02%	332

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Tradition Wealth Management increased its Carlisle Companies (CSL) stake by 0.26% in Q1 2026, buying an estimated $728 and bringing the position to 780 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #414.

Tradition Wealth Management first reported a position in CSL in Q3 2022 and has held it in 15 quarters since. The position peaked at $370K in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Tradition Wealth Management held 780 shares of Carlisle Companies worth $260K as of Q1 2026.
Tradition Wealth Management bought 2 Carlisle Companies shares in Q1 2026, an estimated $728.
Carlisle Companies made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #414 holding.
Tradition Wealth Management first reported a position in Carlisle Companies in Q3 2022 and has held it in 15 quarters since.
Tradition Wealth Management's Carlisle Companies position peaked at $370K in Q3 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.