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Verdence Capital Advisors’s Carlisle Companies CSL Stock Holding History

Verdence Capital 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 		$314K Sell
865
-1,374
-61% -$481K 0.02% 533
2026
Q1 		$747K Sell
2,239
-1,181
-35% -$430K 0.04% 344
2025
Q4 		$1.09M Sell
3,420
-119
-3% -$38.6K 0.06% 264
2025
Q3 		$1.2M Buy
3,539
+257
+8% +$98K 0.07% 274
2025
Q2 		$1.23M Buy
3,282
+645
+24% +$239K 0.08% 232
2025
Q1 		$898K Buy
2,637
+823
+45% +$295K 0.07% 262
2024
Q4 		$669K Buy
1,814
+1,105
+156% +$482K 0.05% 311
2024
Q3 		$319K Buy
+709
New +$293K 0.03% 502

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Verdence Capital Advisors's CSL Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Carlisle Companies (CSL) stake by 61% in Q2 2026, selling an estimated $481K and leaving 865 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #533.

Verdence Capital Advisors first reported a position in CSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2025. 317 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Verdence Capital Advisors held 865 shares of Carlisle Companies worth $314K as of Q2 2026.
  • Verdence Capital Advisors sold 1,374 Carlisle Companies shares in Q2 2026, an estimated $481K.
  • Carlisle Companies made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #533 holding.
  • Verdence Capital Advisors first reported a position in Carlisle Companies in Q3 2024 and has held it in 8 quarters since.
  • Verdence Capital Advisors's Carlisle Companies position peaked at $1.23M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.