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United Financial Planning Group’s Carlisle Companies CSL Stock Holding History

United Financial Planning 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
Q2 		$7.25K Hold
20
– – ﹤0.01% 305
2026
Q1 		$6.67K Buy
+20
New +$7.28K ﹤0.01% 270

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 $60.8B AUM 26.63% 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 Financial Planning Group's CSL Position: Q2 2026 in Review

United Financial Planning Group held its Carlisle Companies (CSL) position steady in Q2 2026 at 20 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

United Financial Planning Group first reported a position in CSL in Q1 2026 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • United Financial Planning Group held 20 shares of Carlisle Companies worth $7.25K as of Q2 2026.
  • United Financial Planning Group left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #305 holding.
  • United Financial Planning Group first reported a position in Carlisle Companies in Q1 2026 and has held it in 2 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.