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Wellspring Financial Advisors’s Carlisle Companies CSL Stock Holding History

Wellspring Financial Advisors’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 		$251K Buy
693
+34
+5% +$11.9K 0.02% 238
2026
Q1 		$220K Hold
659
– – 0.02% 257
2025
Q4 		$211K Buy
+659
New +$214K 0.02% 256

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wellspring Financial Advisors's CSL Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Carlisle Companies (CSL) stake by 5.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 693 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #238.

Wellspring Financial Advisors first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wellspring Financial Advisors held 693 shares of Carlisle Companies worth $251K as of Q2 2026.
  • Wellspring Financial Advisors bought 34 Carlisle Companies shares in Q2 2026, an estimated $11.9K.
  • Carlisle Companies made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • Wellspring Financial Advisors first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.