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YHB Investment Advisors’s Carlisle Companies CSL Stock Holding History

YHB Investment Advisors’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 		$7.87M Buy
21,709
+347
+2% +$122K 0.5% 56
2026
Q1 		$7.13M Buy
21,362
+884
+4% +$322K 0.51% 57
2025
Q4 		$6.55M Buy
20,478
+183
+0.9% +$59.3K 0.45% 60
2025
Q3 		$6.68M Buy
20,295
+657
+3% +$250K 0.49% 55
2025
Q2 		$7.33M Buy
19,638
+504
+3% +$187K 0.57% 49
2025
Q1 		$6.52M Buy
19,134
+580
+3% +$208K 0.54% 51
2024
Q4 		$6.84M Buy
18,554
+343
+2% +$150K 0.56% 43
2024
Q3 		$8.19M Buy
18,211
+72
+0.4% +$29.8K 0.68% 38
2024
Q2 		$7.35M Sell
18,139
-153
-0.8% -$61.6K 0.63% 40
2024
Q1 		$7.17M Buy
18,292
+342
+2% +$116K 0.64% 42
2023
Q4 		$5.61M Buy
17,950
+31
+0.2% +$8.54K 0.54% 48
2023
Q3 		$4.65M Buy
17,919
+6
+0% +$1.61K 0.43% 67
2023
Q2 		$4.6M Buy
17,913
+102
+0.6% +$22.6K 0.43% 63
2023
Q1 		$4.03M Buy
17,811
+169
+1% +$41.1K 0.4% 72
2022
Q4 		$4.15M Buy
17,642
+119
+0.7% +$30.6K 0.44% 61
2022
Q3 		$4.91M Sell
17,523
-247
-1% -$70.8K 0.55% 53
2022
Q2 		$4.24M Sell
17,770
-258
-1% -$64.3K 0.45% 64
2022
Q1 		$4.43M Sell
18,028
-860
-5% -$202K 0.39% 71
2021
Q4 		$4.69M Buy
18,888
+97
+0.5% +$22.3K 0.37% 72
2021
Q3 		$3.74M Buy
18,791
+478
+3% +$96.5K 0.32% 85
2021
Q2 		$3.5M Buy
18,313
+748
+4% +$139K 0.3% 90
2021
Q1 		$3.08M Sell
17,565
-451
-3% -$69.2K 0.27% 96
2020
Q4 		$2.81M Buy
18,016
+211
+1% +$29.6K 0.27% 93
2020
Q3 		$2.18M Sell
17,805
-1,218
-6% -$149K 0.24% 99
2020
Q2 		$2.28M Buy
19,023
+5,398
+40% +$649K 0.33% 75
2020
Q1 		$1.71M Buy
+13,625
New +$2.02M 0.29% 80

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

YHB Investment Advisors's CSL Position: Q2 2026 in Review

YHB Investment Advisors increased its Carlisle Companies (CSL) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 21,709 shares worth $7.87M. The position accounts for 0.5% of the portfolio, ranked #56.

YHB Investment Advisors first reported a position in CSL in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.19M in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • YHB Investment Advisors held 21,709 shares of Carlisle Companies worth $7.87M as of Q2 2026.
  • YHB Investment Advisors bought 347 Carlisle Companies shares in Q2 2026, an estimated $122K.
  • Carlisle Companies made up 0.5% of YHB Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • YHB Investment Advisors first reported a position in Carlisle Companies in Q1 2020 and has held it in 26 quarters since.
  • YHB Investment Advisors's Carlisle Companies position peaked at $8.19M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.