Wealth Enhancement Advisory Services’s Carlisle Companies CSL Stock Holding History

Wealth Enhancement Advisory Services’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	$1.87M	Buy	5,680 +2,523	+80%	+$884K	﹤0.01%	1612
2026 Q1	$1.05M	Sell	3,157 -1,298	-29%	-$472K	﹤0.01%	1767
2025 Q4	$1.5M	Sell	4,455 -2,621	-37%	-$849K	﹤0.01%	1694
2025 Q3	$2.3M	Sell	7,076 -342	-5%	-$130K	﹤0.01%	1355
2025 Q2	$2.95M	Buy	7,418 +1,425	+24%	+$529K	﹤0.01%	1157
2025 Q1	$2.04M	Sell	5,993 -15,802	-73%	-$5.66M	﹤0.01%	1239
2024 Q4	$8.04M	Buy	21,795 +11,170	+105%	+$4.87M	0.02%	628
2024 Q3	$4.78M	Buy	10,625 +727	+7%	+$301K	0.01%	733
2024 Q2	$4.01M	Buy	9,898 +6,043	+157%	+$2.43M	0.01%	749
2024 Q1	$1.51M	Buy	3,855 +43	+1%	+$14.6K	﹤0.01%	1070
2023 Q4	$1.19M	Sell	3,812 -102	-3%	-$28.1K	﹤0.01%	1096
2023 Q3	$1.01M	Buy	+3,914	New	+$1.05M	﹤0.01%	1088
2023 Q1	–	Sell	-3,784	Closed	-$926K	–	528
2022 Q4	$926K	Buy	+3,784	New	+$974K	0.01%	233

Other funds holding CSL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Carlisle Companies (CSL) stake by 80% in Q2 2026, buying an estimated $884K and bringing the position to 5,680 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Wealth Enhancement Advisory Services first reported a position in CSL in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.04M in Q4 2024. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Wealth Enhancement Advisory Services held 5,680 shares of Carlisle Companies worth $1.87M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,523 Carlisle Companies shares in Q2 2026, an estimated $884K.
Carlisle Companies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1612 holding.
Wealth Enhancement Advisory Services first reported a position in Carlisle Companies in Q4 2022 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Carlisle Companies position peaked at $8.04M in Q4 2024.
793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.