Whittier Trust’s Carlisle Companies CSL Stock Holding History

Whittier Trust’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	$39.7K	Buy	108 +2	+2%	+$701	﹤0.01%	905
2026 Q1	$35.1K	Sell	106 -120	-53%	-$43.7K	﹤0.01%	896
2025 Q4	$75.9K	Hold	226	–	–	﹤0.01%	787
2025 Q3	$74.1K	Hold	226	–	–	﹤0.01%	772
2025 Q2	$84.4K	Hold	226	–	–	﹤0.01%	832
2025 Q1	$77K	Hold	226	–	–	﹤0.01%	835
2024 Q4	$83.4K	Hold	226	–	–	﹤0.01%	834
2024 Q3	$102K	Hold	226	–	–	﹤0.01%	788
2024 Q2	$91.6K	Buy	226 +47	+26%	+$18.9K	﹤0.01%	791
2024 Q1	$70.1K	Hold	179	–	–	﹤0.01%	862
2023 Q4	$55.9K	Hold	179	–	–	﹤0.01%	893
2023 Q3	$46.4K	Hold	179	–	–	﹤0.01%	937
2023 Q2	$45.9K	Hold	179	–	–	﹤0.01%	949
2023 Q1	$40.5K	Hold	179	–	–	﹤0.01%	1004
2022 Q4	$42.2K	Sell	179 -12	-6%	-$3.09K	﹤0.01%	995
2022 Q3	$54K	Hold	191	–	–	﹤0.01%	949
2022 Q2	$46K	Hold	191	–	–	﹤0.01%	970
2022 Q1	$47K	Buy	191 +12	+7%	+$2.81K	﹤0.01%	988
2021 Q4	$44K	Hold	179	–	–	﹤0.01%	1008
2021 Q3	$36K	Hold	179	–	–	﹤0.01%	1005
2021 Q2	$34K	Hold	179	–	–	﹤0.01%	1044
2021 Q1	$29K	Buy	179 +61	+52%	+$9.35K	﹤0.01%	1055
2020 Q4	$18K	Buy	118 +59	+100%	+$8.29K	﹤0.01%	1068
2020 Q3	$7K	Hold	59	–	–	﹤0.01%	1175
2020 Q2	$7K	Hold	59	–	–	﹤0.01%	1108
2020 Q1	$7K	Sell	59 -6	-9%	-$890	﹤0.01%	1155
2019 Q4	$11K	Hold	65	–	–	﹤0.01%	1114
2019 Q3	$9K	Buy	65 +59	+983%	+$8.29K	﹤0.01%	1150
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	1266
2019 Q1	$1K	Buy	+6	New	+$693	﹤0.01%	1259

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's CSL Position: Q2 2026 in Review

Whittier Trust increased its Carlisle Companies (CSL) stake by 1.9% in Q2 2026, buying an estimated $701 and bringing the position to 108 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Whittier Trust first reported a position in CSL in Q1 2019 and has held it in 30 quarters since. The position peaked at $102K in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Whittier Trust held 108 shares of Carlisle Companies worth $39.7K as of Q2 2026.
Whittier Trust bought 2 Carlisle Companies shares in Q2 2026, an estimated $701.
Carlisle Companies made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #905 holding.
Whittier Trust first reported a position in Carlisle Companies in Q1 2019 and has held it in 30 quarters since.
Whittier Trust's Carlisle Companies position peaked at $102K in Q3 2024.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.