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True Wealth Design’s Carlisle Companies CSL Stock Holding History

True Wealth Design’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 		$13.4K Buy
37
+22
+147% +$7.71K ﹤0.01% 959
2026
Q1 		$5K Buy
15
+1
+7% +$364 ﹤0.01% 1207
2025
Q4 		$4.48K Buy
14
+8
+133% +$2.59K ﹤0.01% 1133
2025
Q3 		$1.97K Sell
6
-4
-40% -$1.52K ﹤0.01% 1465
2025
Q2 		$3.73K Hold
10
– – ﹤0.01% 927
2025
Q1 		$3.4K Buy
10
+5
+100% +$1.79K ﹤0.01% 807
2024
Q4 		$1.84K Sell
5
-70
-93% -$30.5K ﹤0.01% 763
2024
Q3 		$33.7K Buy
75
+70
+1,400% +$29K 0.01% 214
2024
Q2 		$2.03K Buy
5
+1
+25% +$403 ﹤0.01% 363
2024
Q1 		$1.57K Buy
4
+2
+100% +$679 ﹤0.01% 377
2023
Q4 		$625 Hold
2
– – ﹤0.01% 421
2023
Q3 		$519 Hold
2
– – ﹤0.01% 422
2023
Q2 		$514 Hold
2
– – ﹤0.01% 430
2023
Q1 		$453 Hold
2
– – ﹤0.01% 546
2022
Q4 		$471 Buy
+2
New +$515 ﹤0.01% 467

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's CSL Position: Q2 2026 in Review

True Wealth Design increased its Carlisle Companies (CSL) stake by 147% in Q2 2026, buying an estimated $7.71K and bringing the position to 37 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

True Wealth Design first reported a position in CSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.7K in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • True Wealth Design held 37 shares of Carlisle Companies worth $13.4K as of Q2 2026.
  • True Wealth Design bought 22 Carlisle Companies shares in Q2 2026, an estimated $7.71K.
  • Carlisle Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #959 holding.
  • True Wealth Design first reported a position in Carlisle Companies in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Carlisle Companies position peaked at $33.7K in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.