TrueWealth Advisors’s Carlisle Companies CSL Stock Holding History

TrueWealth Advisors’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	$290K	Hold	800	–	–	0.07%	202
2026 Q1	$267K	Hold	800	–	–	0.07%	205
2025 Q4	$256K	Hold	800	–	–	0.07%	208
2025 Q3	$263K	Hold	800	–	–	0.07%	194
2025 Q2	$299K	Hold	800	–	–	0.09%	171
2025 Q1	$272K	Hold	800	–	–	0.09%	172
2024 Q4	$295K	Hold	800	–	–	0.1%	170
2024 Q3	$360K	Hold	800	–	–	0.12%	155
2024 Q2	$324K	Hold	800	–	–	0.12%	136
2024 Q1	$313K	Hold	800	–	–	0.12%	142
2023 Q4	$250K	Hold	800	–	–	0.1%	165
2023 Q3	$207K	Hold	800	–	–	0.09%	185
2023 Q2	$205K	Buy	+800	New	+$177K	0.08%	182
2022 Q4	–	Sell	-800	Closed	-$224K	–	183
2022 Q3	$224K	Buy	+800	New	+$229K	0.11%	143

Other funds holding CSL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

TrueWealth Advisors's CSL Position: Q2 2026 in Review

TrueWealth Advisors held its Carlisle Companies (CSL) position steady in Q2 2026 at 800 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #202.

TrueWealth Advisors first reported a position in CSL in Q3 2022 and has held it in 14 quarters since. The position peaked at $360K in Q3 2024. 300 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

TrueWealth Advisors held 800 shares of Carlisle Companies worth $290K as of Q2 2026.
TrueWealth Advisors left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up 0.07% of TrueWealth Advisors's portfolio in Q2 2026, its #202 holding.
TrueWealth Advisors first reported a position in Carlisle Companies in Q3 2022 and has held it in 14 quarters since.
TrueWealth Advisors's Carlisle Companies position peaked at $360K in Q3 2024.
300 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.