UCFA
CSL icon

United Capital Financial Advisors’s Carlisle Companies CSL Stock Holding History

United Capital Financial 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 		$409K Buy
1,128
+121
+12% +$42.4K ﹤0.01% 1225
2026
Q1 		$336K Buy
1,007
+329
+49% +$120K ﹤0.01% 1282
2025
Q4 		$217K Buy
678
+30
+5% +$9.72K ﹤0.01% 1297
2025
Q3 		$213K Sell
648
-26
-4% -$9.91K ﹤0.01% 1136
2025
Q2 		$252K Buy
674
+2
+0.3% +$743 ﹤0.01% 980
2025
Q1 		$229K Buy
672
+84
+14% +$30.1K ﹤0.01% 972
2024
Q4 		$217K Sell
588
-21
-3% -$9.15K ﹤0.01% 997
2024
Q3 		$274K Buy
609
+4
+0.7% +$1.66K ﹤0.01% 908
2024
Q2 		$245K Sell
605
-21
-3% -$8.46K ﹤0.01% 919
2024
Q1 		$245K Sell
626
-64
-9% -$21.7K ﹤0.01% 946
2023
Q4 		$216K Buy
+690
New +$190K ﹤0.01% 980
2019
Q4 		– Sell
-3,589
Closed -$522K – 1385
2019
Q3 		$522K Sell
3,589
-13
-0.4% -$1.83K ﹤0.01% 941
2019
Q2 		$506K Sell
3,602
-216
-6% -$29.1K ﹤0.01% 1046
2019
Q1 		$468K Buy
+3,818
New +$441K ﹤0.01% 998

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

United Capital Financial Advisors's CSL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Carlisle Companies (CSL) stake by 12% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,128 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

United Capital Financial Advisors first reported a position in CSL in Q1 2019 and has held it in 14 quarters since. The position peaked at $522K in Q3 2019. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • United Capital Financial Advisors held 1,128 shares of Carlisle Companies worth $409K as of Q2 2026.
  • United Capital Financial Advisors bought 121 Carlisle Companies shares in Q2 2026, an estimated $42.4K.
  • Carlisle Companies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1225 holding.
  • United Capital Financial Advisors first reported a position in Carlisle Companies in Q1 2019 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Carlisle Companies position peaked at $522K in Q3 2019.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.