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Venturi Wealth Management’s Carlisle Companies CSL Stock Holding History

Venturi Wealth Management’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
-659
Closed -$220K – 645
2026
Q1 		$220K Buy
+659
New +$240K 0.01% 549
2025
Q4 		– Sell
-974
Closed -$320K – 598
2025
Q3 		$320K Sell
974
-100
-9% -$38.1K 0.01% 427
2025
Q2 		$401K Sell
1,074
-384
-26% -$143K 0.02% 362
2025
Q1 		$496K Buy
1,458
+139
+11% +$49.8K 0.03% 327
2024
Q4 		$487K Buy
1,319
+16
+1% +$6.97K 0.02% 341
2024
Q3 		$586K Buy
1,303
+483
+59% +$200K 0.03% 262
2024
Q2 		$332K Buy
+820
New +$330K 0.02% 335

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Venturi Wealth Management's CSL Position: Q2 2026 in Review

Venturi Wealth Management sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 659 shares — an estimated $220K sold.

Venturi Wealth Management first reported a position in CSL in Q2 2024 and held it in 7 quarters. The position peaked at $586K in Q3 2024. 138 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Venturi Wealth Management reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 659 Carlisle Companies shares in Q2 2026, an estimated $220K.
  • Venturi Wealth Management first reported a position in Carlisle Companies in Q2 2024 and held it in 7 quarters.
  • Venturi Wealth Management's Carlisle Companies position peaked at $586K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.