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Creative Planning CSL Position History
Carlisle Companies Incorporated • Industrials
Quarters held
10
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $454K |
| Q4 2025 | $2.7M |
| Q4 2025 | $442K |
| Q1 2026 | $470K |
| Q1 2026 | $3.8M |
| Q2 2026 | $542K |
| Q2 2026 | $5.1M |
| Q3 2026 | $474K |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 21.7K | — | — |
| Q3 2026 | $474K | 1.5K | — | — |
| Q2 2026 | $5.1M | 14.2K | — | — |
| Q2 2026 | $542K | 1.5K | — | — |
| Q1 2026 | $3.8M | 11.3K | — | — |
| Q1 2026 | $470K | 1.4K | — | — |
| Q4 2025 | $442K | 1.4K | — | — |
| Q4 2025 | $2.7M | 8.5K | — | — |
| Q3 2025 | $454K | 1.4K | — | — |
| Q3 2025 | $2.2M | 6.6K | — | — |
Other funds holding CSL
$760.6M
$760.6M
$681.4M
$647.5M
$573.2M
$555.2M
$514.2M