Vest Financial’s Carlisle Companies CSL Stock Holding History

Vest Financial’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	$3.95M	Buy	10,895 +5,521	+103%	+$1.93M	0.04%	285
2026 Q1	$1.79M	Sell	5,374 -3,463	-39%	-$1.26M	0.02%	333
2025 Q4	$2.83M	Sell	8,837 -22,707	-72%	-$7.36M	0.04%	290
2025 Q3	$10.4M	Sell	31,544 -22,722	-42%	-$8.66M	0.14%	142
2025 Q2	$20.3M	Buy	54,266 +4,200	+8%	+$1.56M	0.29%	119
2025 Q1	$17M	Buy	+50,066	New	+$17.9M	0.26%	114

Other funds holding CSL

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

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

Vest Financial's CSL Position: Q2 2026 in Review

Vest Financial increased its Carlisle Companies (CSL) stake by 103% in Q2 2026, buying an estimated $1.93M and bringing the position to 10,895 shares worth $3.95M. The position accounts for 0.04% of the portfolio, ranked #285.

Vest Financial first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.3M in Q2 2025. 315 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Vest Financial held 10,895 shares of Carlisle Companies worth $3.95M as of Q2 2026.
Vest Financial bought 5,521 Carlisle Companies shares in Q2 2026, an estimated $1.93M.
Carlisle Companies made up 0.04% of Vest Financial's portfolio in Q2 2026, its #285 holding.
Vest Financial first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
Vest Financial's Carlisle Companies position peaked at $20.3M in Q2 2025.
315 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.