Valued Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Valued 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 Q2	$2.18K	Buy	6 +1	+20%	+$350	﹤0.01%	651
2026 Q1	$1.67K	Buy	5 +4	+400%	+$1.46K	﹤0.01%	588
2025 Q4	$320	Sell	1 -1	-50%	-$324	﹤0.01%	576
2025 Q3	$661	Buy	2 +1	+100%	+$381	﹤0.01%	496
2025 Q2	$376	Hold	1	–	–	﹤0.01%	539
2025 Q1	$342	Sell	1 -1	-50%	-$358	﹤0.01%	580
2024 Q4	$738	Sell	2 -1	-33%	-$436	﹤0.01%	512
2024 Q3	$1.35K	Sell	3 -1	-25%	-$414	﹤0.01%	414
2024 Q2	$1.62K	Buy	+4	New	+$1.61K	﹤0.01%	391

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valued Wealth Advisors's CSL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Carlisle Companies (CSL) stake by 20% in Q2 2026, buying an estimated $350 and bringing the position to 6 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Valued Wealth Advisors first reported a position in CSL in Q2 2024 and has held it in 9 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Valued Wealth Advisors held 6 shares of Carlisle Companies worth $2.18K as of Q2 2026.
Valued Wealth Advisors bought 1 Carlisle Companies share in Q2 2026, an estimated $350.
Carlisle Companies made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #651 holding.
Valued Wealth Advisors first reported a position in Carlisle Companies in Q2 2024 and has held it in 9 quarters since.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.