TPWA
CSL icon

Twin Peaks Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Twin Peaks Wealth 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
Q1 		$12K Buy
+36
New +$13.1K ﹤0.01% 962
2025
Q3 		– Sell
-66
Closed -$25.5K – 596
2025
Q2 		$25.5K Buy
+66
New +$24.5K 0.01% 519

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

Twin Peaks Wealth Advisors's CSL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carlisle Companies (CSL) in Q1 2026: 36 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CSL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CSL in Q2 2025 and has held it in 2 quarters since. The position peaked at $25.5K in Q2 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 36 shares of Carlisle Companies worth $12K as of Q1 2026.
  • Carlisle Companies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carlisle Companies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #962 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carlisle Companies in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Carlisle Companies position peaked at $25.5K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.