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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wescott Financial Advisory Group's CSL Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Carlisle Companies (CSL) position steady in Q1 2026 at 6,412 shares worth $2.14M. The position accounts for 0.19% of the portfolio, ranked #63.

Wescott Financial Advisory Group first reported a position in CSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.88M in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Wescott Financial Advisory Group held 6,412 shares of Carlisle Companies worth $2.14M as of Q1 2026.
Wescott Financial Advisory Group left its Carlisle Companies share count unchanged in Q1 2026.
Carlisle Companies made up 0.19% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #63 holding.
Wescott Financial Advisory Group first reported a position in Carlisle Companies in Q1 2024 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Carlisle Companies position peaked at $2.88M in Q3 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.