WS
CSL icon

Wedbush Securities’s Carlisle Companies CSL Stock Holding History

Wedbush Securities’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 		$304K Buy
838
+21
+3% +$7.36K 0.01% 943
2026
Q1 		$273K Buy
+817
New +$297K 0.01% 949
2025
Q3 		– Sell
-752
Closed -$281K – 1188
2025
Q2 		$281K Sell
752
-2
-0.3% -$743 0.01% 873
2025
Q1 		$257K Sell
754
-191
-20% -$68.5K 0.01% 892
2024
Q4 		$349K Hold
945
– – 0.01% 755
2024
Q3 		$425K Buy
945
+175
+23% +$72.4K 0.02% 664
2024
Q2 		$312K Sell
770
-40
-5% -$16.1K 0.01% 846
2024
Q1 		$317K Hold
810
– – 0.01% 852
2023
Q4 		$253K Sell
810
-170
-17% -$46.8K 0.01% 848
2023
Q3 		$254K Sell
980
-200
-17% -$53.6K 0.01% 795
2023
Q2 		$303K Buy
+1,180
New +$261K 0.01% 752

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

Wedbush Securities's CSL Position: Q2 2026 in Review

Wedbush Securities increased its Carlisle Companies (CSL) stake by 2.6% in Q2 2026, buying an estimated $7.36K and bringing the position to 838 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #943.

Wedbush Securities first reported a position in CSL in Q2 2023 and has held it in 11 quarters since. The position peaked at $425K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wedbush Securities held 838 shares of Carlisle Companies worth $304K as of Q2 2026.
  • Wedbush Securities bought 21 Carlisle Companies shares in Q2 2026, an estimated $7.36K.
  • Carlisle Companies made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #943 holding.
  • Wedbush Securities first reported a position in Carlisle Companies in Q2 2023 and has held it in 11 quarters since.
  • Wedbush Securities's Carlisle Companies position peaked at $425K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.