Marks Group Wealth Management, Inc
Position in CSL — Carlisle Companies Inc
CIK 1802473
MINNETONKA, MN
Position in CSL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,167,010
-$1,117,055 QoQ
Shares Held
14,244
-24.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#192
of 792 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $6,056,644 across 3 Building Products & Equipment names. CSL ranks #1 (85.3% of the industry book) .
All Filings in CSL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,167,010 | 14,244 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $6,284,065 | 18,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,689,551 | 20,914 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,534,499 | 22,904 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,826,429 | 23,638 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $8,630,993 | 25,348 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $7,736,050 | 20,974 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,722,245 | 21,617 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,577,484 | 21,168 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,650,481 | 24,628 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,876,672 | 25,211 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,578,463 | 25,374 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,501,239 | 25,343 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,530,576 | 24,464 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,649,473 | 23,974 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,653,007 | 23,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,582,042 | 23,394 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,244,557 | 29,459 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,929,991 | 27,930 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $6,188,730 | 31,132 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,015,647 | 31,433 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,630,117 | 34,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,624,978 | 36,016 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,428,079 | 36,186 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,222,914 | 35,288 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,743,366 | 29,880 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||