WBH Advisory’s Carlisle Companies CSL Stock Holding History

WBH Advisory’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	$815K	Buy	2,246 +1,100	+96%	+$385K	0.05%	198
2026 Q1	$384K	Hold	1,146	–	–	0.03%	267
2025 Q4	$367K	Hold	1,146	–	–	0.03%	270
2025 Q3	$377K	Hold	1,146	–	–	0.03%	267
2025 Q2	$428K	Sell	1,146 -1	-0.1%	-$371	0.04%	242
2025 Q1	$391K	Buy	+1,147	New	+$411K	0.04%	239

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

WBH Advisory's CSL Position: Q2 2026 in Review

WBH Advisory increased its Carlisle Companies (CSL) stake by 96% in Q2 2026, buying an estimated $385K and bringing the position to 2,246 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #198.

WBH Advisory first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. 490 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

WBH Advisory held 2,246 shares of Carlisle Companies worth $815K as of Q2 2026.
WBH Advisory bought 1,100 Carlisle Companies shares in Q2 2026, an estimated $385K.
Carlisle Companies made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #198 holding.
WBH Advisory first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
490 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.