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

Wealth Enhancement Trust 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 		$2.18K Hold
6
– – ﹤0.01% 986
2026
Q1 		$2K Hold
6
– – ﹤0.01% 690
2025
Q4 		$1.92K Buy
+6
New +$1.95K ﹤0.01% 653

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First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Carlisle Companies (CSL) position steady in Q2 2026 at 6 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Wealth Enhancement Trust Services first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wealth Enhancement Trust Services held 6 shares of Carlisle Companies worth $2.18K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #986 holding.
  • Wealth Enhancement Trust Services first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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