UWS
CSL icon

Unique Wealth Strategies’s Carlisle Companies CSL Stock Holding History

Unique Wealth Strategies’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 		– Sell
-1,447
Closed -$483K – 231
2026
Q1 		$483K Buy
+1,447
New +$527K 0.2% 157

Other funds holding CSL

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Unique Wealth Strategies's CSL Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 1,447 shares — an estimated $483K sold.

Unique Wealth Strategies first reported a position in CSL in Q1 2026 and held it in 1 quarter. The position peaked at $483K in Q1 2026. 342 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,447 Carlisle Companies shares in Q2 2026, an estimated $483K.
  • Unique Wealth Strategies first reported a position in Carlisle Companies in Q1 2026 and held it in 1 quarter.
  • Unique Wealth Strategies's Carlisle Companies position peaked at $483K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.