XF
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XML Financial’s Carlisle Companies CSL Stock Holding History

XML Financial’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 		$649K Buy
1,790
+95
+6% +$33.3K 0.05% 252
2026
Q1 		$565K Hold
1,695
– – 0.05% 245
2025
Q4 		$542K Buy
1,695
+65
+4% +$21.1K 0.04% 244
2025
Q3 		$536K Buy
1,630
+755
+86% +$288K 0.04% 242
2025
Q2 		$327K Sell
875
-310
-26% -$115K 0.03% 297
2025
Q1 		$403K Buy
1,185
+5
+0.4% +$1.79K 0.04% 251
2024
Q4 		$435K Hold
1,180
– – 0.04% 246
2024
Q3 		$531K Sell
1,180
-80
-6% -$33.1K 0.05% 226
2024
Q2 		$511K Sell
1,260
-30
-2% -$12.1K 0.05% 220
2024
Q1 		$505K Hold
1,290
– – 0.05% 224
2023
Q4 		$403K Hold
1,290
– – 0.04% 235
2023
Q3 		$334K Buy
1,290
+210
+19% +$56.3K 0.04% 247
2023
Q2 		$277K Hold
1,080
– – 0.03% 280
2023
Q1 		$244K Hold
1,080
– – 0.03% 290
2022
Q4 		$255K Buy
1,080
+125
+13% +$32.2K 0.03% 284
2022
Q3 		$268K Sell
955
-30
-3% -$8.6K 0.04% 263
2022
Q2 		$235K Hold
985
– – 0.05% 193
2022
Q1 		$242K Hold
985
– – 0.03% 288
2021
Q4 		$244K Sell
985
-65
-6% -$14.9K 0.03% 283
2021
Q3 		$209K Buy
+1,050
New +$212K 0.03% 289

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

XML Financial's CSL Position: Q2 2026 in Review

XML Financial increased its Carlisle Companies (CSL) stake by 5.6% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,790 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #252.

XML Financial first reported a position in CSL in Q3 2021 and has held it in 20 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • XML Financial held 1,790 shares of Carlisle Companies worth $649K as of Q2 2026.
  • XML Financial bought 95 Carlisle Companies shares in Q2 2026, an estimated $33.3K.
  • Carlisle Companies made up 0.05% of XML Financial's portfolio in Q2 2026, its #252 holding.
  • XML Financial first reported a position in Carlisle Companies in Q3 2021 and has held it in 20 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.