WFAG
CSL icon

Wescott Financial Advisory Group’s Carlisle Companies CSL Stock Holding History

Wescott Financial Advisory Group’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 		$2.33M Hold
6,412
– – 0.18% 68
2026
Q1 		$2.14M Hold
6,412
– – 0.19% 63
2025
Q4 		$2.05M Buy
6,412
+6
+0.1% +$1.95K 0.18% 67
2025
Q3 		$2.11M Buy
6,406
+3
+0% +$1.14K 0.19% 61
2025
Q2 		$2.39M Hold
6,403
– – 0.23% 56
2025
Q1 		$2.18M Buy
6,403
+3
+0% +$1.07K 0.23% 54
2024
Q4 		$2.36M Sell
6,400
-1
-0% -$436 0.24% 53
2024
Q3 		$2.88M Hold
6,401
– – 0.31% 47
2024
Q2 		$2.59M Buy
6,401
+3,201
+100% +$1.29M 0.3% 48
2024
Q1 		$1.25M Buy
+3,200
New +$1.09M 0.16% 68

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

Wescott Financial Advisory Group's CSL Position: Q2 2026 in Review

Wescott Financial Advisory Group held its Carlisle Companies (CSL) position steady in Q2 2026 at 6,412 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #68.

Wescott Financial Advisory Group first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wescott Financial Advisory Group held 6,412 shares of Carlisle Companies worth $2.33M as of Q2 2026.
  • Wescott Financial Advisory Group left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up 0.18% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Wescott Financial Advisory Group first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • Wescott Financial Advisory Group's Carlisle Companies position peaked at $2.88M in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.