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Planning Strategies Inc.’s Carlisle Companies CSL Stock Holding History

Planning Strategies Inc.’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 		$363 Buy
+1
New +$350 ﹤0.01% 914

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s CSL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Carlisle Companies (CSL) in Q2 2026: 1 share worth $363. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

238 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Carlisle Companies worth $363 as of Q2 2026.
  • Carlisle Companies was a new Planning Strategies Inc. position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #914 holding.
  • 238 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.