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Tred Avon Family Wealth’s Carlisle Companies CSL Stock Holding History

Tred Avon Family 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
Q1 		$403K Buy
1,208
+4
+0.3% +$1.46K 0.13% 192
2025
Q4 		$385K Buy
1,204
+6
+0.5% +$1.95K 0.13% 185
2025
Q3 		$394K Buy
+1,198
New +$457K 0.14% 176

Other funds holding CSL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tred Avon Family Wealth's CSL Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Carlisle Companies (CSL) stake by 0.33% in Q1 2026, buying an estimated $1.46K and bringing the position to 1,208 shares worth $403K. The position accounts for 0.13% of the portfolio, ranked #192.

Tred Avon Family Wealth first reported a position in CSL in Q3 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Tred Avon Family Wealth held 1,208 shares of Carlisle Companies worth $403K as of Q1 2026.
  • Tred Avon Family Wealth bought 4 Carlisle Companies shares in Q1 2026, an estimated $1.46K.
  • Carlisle Companies made up 0.13% of Tred Avon Family Wealth's portfolio in Q1 2026, its #192 holding.
  • Tred Avon Family Wealth first reported a position in Carlisle Companies in Q3 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.