Wealthfront Advisers
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Wealthfront Advisers’s Carlisle Companies CSL Stock Holding History

Wealthfront Advisers’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 		$253K Buy
697
+2
+0.3% +$701 ﹤0.01% 1025
2026
Q1 		$232K Sell
695
-7
-1% -$2.55K ﹤0.01% 996
2025
Q4 		$225K Sell
702
-6
-0.8% -$1.95K ﹤0.01% 989
2025
Q3 		$233K Sell
708
-29
-4% -$11.1K ﹤0.01% 952
2025
Q2 		$275K Sell
737
-12
-2% -$4.46K ﹤0.01% 885
2025
Q1 		$255K Sell
749
-56
-7% -$20.1K ﹤0.01% 867
2024
Q4 		$297K Buy
805
+3
+0.4% +$1.31K ﹤0.01% 837
2024
Q3 		$361K Buy
802
+4
+0.5% +$1.66K ﹤0.01% 812
2024
Q2 		$323K Sell
798
-32
-4% -$12.9K ﹤0.01% 794
2024
Q1 		$325K Sell
830
-58
-7% -$19.7K ﹤0.01% 788
2023
Q4 		$277K Sell
888
-17
-2% -$4.68K ﹤0.01% 802
2023
Q3 		$235K Sell
905
-28
-3% -$7.51K ﹤0.01% 799
2023
Q2 		$239K Sell
933
-39
-4% -$8.64K ﹤0.01% 798
2023
Q1 		$220K Sell
972
-36
-4% -$8.75K ﹤0.01% 785
2022
Q4 		$238K Sell
1,008
-30
-3% -$7.72K ﹤0.01% 746
2022
Q3 		$291K Sell
1,038
-14
-1% -$4.01K ﹤0.01% 693
2022
Q2 		$251K Sell
1,052
-104
-9% -$25.9K ﹤0.01% 721
2022
Q1 		$284K Sell
1,156
-104
-8% -$24.4K ﹤0.01% 716
2021
Q4 		$313K Buy
1,260
+63
+5% +$14.5K ﹤0.01% 670
2021
Q3 		$238K Buy
1,197
+139
+13% +$28K ﹤0.01% 661
2021
Q2 		$202K Buy
+1,058
New +$197K ﹤0.01% 619

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 $3.37T AUM 44.26% 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

Wealthfront Advisers's CSL Position: Q2 2026 in Review

Wealthfront Advisers increased its Carlisle Companies (CSL) stake by 0.29% in Q2 2026, buying an estimated $701 and bringing the position to 697 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Wealthfront Advisers first reported a position in CSL in Q2 2021 and has held it in 21 quarters since. The position peaked at $361K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wealthfront Advisers held 697 shares of Carlisle Companies worth $253K as of Q2 2026.
  • Wealthfront Advisers bought 2 Carlisle Companies shares in Q2 2026, an estimated $701.
  • Carlisle Companies made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1025 holding.
  • Wealthfront Advisers first reported a position in Carlisle Companies in Q2 2021 and has held it in 21 quarters since.
  • Wealthfront Advisers's Carlisle Companies position peaked at $361K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.