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Carlisle Companies shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Carlisle Companies (CSL) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Carlisle Companies

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All positions including Carlisle Companies held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlisle Companies by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7k 20 333.60

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Carlisle Companies

BlackRock
Vanguard Group
Morgan Stanley
State Street Corporation
Vanguard Portfolio Management
Vanguard Capital Management
Bank of New York Mellon
Sands Capital Management
Franklin Resources
First Eagle Investment Management
Geode Capital Management
Bessemer
Wells Fargo & Company
Fiduciary Management
Invesco

View all funds holding Carlisle Companies