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United Advisor Group’s Carlisle Companies CSL Stock Holding History

United Advisor Group’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
Q3 		$205K Buy
+637
New +$221K 0.02% 544

Other funds holding CSL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

United Advisor Group's CSL Position: Q3 2026 in Review

United Advisor Group opened a new position in Carlisle Companies (CSL) in Q3 2026: 637 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings.

611 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • United Advisor Group held 637 shares of Carlisle Companies worth $205K as of Q3 2026.
  • Carlisle Companies was a new United Advisor Group position in Q3 2026.
  • Carlisle Companies made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #544 holding.
  • 611 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.