RAFFA WEALTH MANAGEMENT, LLC’s Carlisle Companies CSL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.09K	Buy	+3	New	+$1.05K	﹤0.01%	992
2021 Q4	–	Sell	-15	Closed	-$2.98K	–	1130
2021 Q3	$2.98K	Hold	15	–	–	﹤0.01%	505
2021 Q2	$2.87K	Hold	15	–	–	﹤0.01%	515
2021 Q1	$2.47K	Hold	15	–	–	﹤0.01%	577
2020 Q4	$2.34K	Hold	15	–	–	﹤0.01%	516
2020 Q3	$1.84K	Hold	15	–	–	﹤0.01%	511
2020 Q2	$1.79K	Hold	15	–	–	﹤0.01%	500
2020 Q1	$1.88K	Hold	15	–	–	﹤0.01%	442
2019 Q4	$2.43K	Hold	15	–	–	﹤0.01%	360
2019 Q3	$2.18K	Buy	+15	New	+$2.11K	﹤0.01%	373
2019 Q2	–	Sell	-15	Closed	-$1.84K	–	884
2019 Q1	$1.84K	Hold	15	–	–	﹤0.01%	375
2018 Q4	$1.51K	Hold	15	–	–	﹤0.01%	404
2018 Q3	$1.83K	Hold	15	–	–	﹤0.01%	414
2018 Q2	$1.63K	Hold	15	–	–	﹤0.01%	418
2018 Q1	$1.57K	Buy	+15	New	+$1.64K	﹤0.01%	398

Other funds holding CSL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CSL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Carlisle Companies (CSL) in Q2 2026: 3 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in CSL as recently as Q3 2021.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CSL in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.98K in Q3 2021. 238 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3 shares of Carlisle Companies worth $1.09K as of Q2 2026.
Carlisle Companies was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Carlisle Companies made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #992 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Carlisle Companies in Q1 2018 and has held it in 15 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Carlisle Companies position peaked at $2.98K in Q3 2021.
238 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.