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Waverly Advisors’s Carlisle Companies CSL Stock Holding History

Waverly 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 		$273K Buy
+752
New +$263K ﹤0.01% 1464
2025
Q3 		– Sell
-634
Closed -$237K – 1288
2025
Q2 		$237K Buy
634
+9
+1% +$3.34K ﹤0.01% 1067
2025
Q1 		$213K Buy
625
+79
+14% +$28.3K ﹤0.01% 1036
2024
Q4 		$201K Sell
546
-267
-33% -$116K ﹤0.01% 933
2024
Q3 		$366K Sell
813
-336
-29% -$139K 0.01% 638
2024
Q2 		$466K Buy
+1,149
New +$463K 0.01% 594

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's CSL Position: Q2 2026 in Review

Waverly Advisors opened a new position in Carlisle Companies (CSL) in Q2 2026: 752 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in CSL as recently as Q2 2025.

Waverly Advisors first reported a position in CSL in Q2 2024 and has held it in 6 quarters since. The position peaked at $466K in Q2 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Waverly Advisors held 752 shares of Carlisle Companies worth $273K as of Q2 2026.
  • Carlisle Companies was a new Waverly Advisors position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1464 holding.
  • Waverly Advisors first reported a position in Carlisle Companies in Q2 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Carlisle Companies position peaked at $466K in Q2 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.