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AlphaQuest’s Carriage Services CSV Stock Holding History

AlphaQuest’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-196
Closed -$8.29K – 496
2025
Q4 		$8.29K Sell
196
-8,358
-98% -$363K ﹤0.01% 2161
2025
Q3 		$381K Buy
8,554
+8,552
+427,600% +$387K 0.02% 988
2025
Q2 		$91 Sell
2
-118
-98% -$4.93K ﹤0.01% 1956
2025
Q1 		$4.65K Sell
120
-7,700
-98% -$306K ﹤0.01% 1867
2024
Q4 		$312K Sell
7,820
-2,348
-23% -$86.6K 0.04% 694
2024
Q3 		$334K Buy
10,168
+185
+2% +$5.72K 0.03% 857
2024
Q2 		$268K Buy
9,983
+1,755
+21% +$46.1K 0.04% 668
2024
Q1 		$222K Buy
+8,228
New +$206K 0.04% 617

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AlphaQuest's CSV Position: Q1 2026 in Review

AlphaQuest sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 196 shares — an estimated $8.29K sold.

AlphaQuest first reported a position in CSV in Q1 2024 and held it in 8 quarters. The position peaked at $381K in Q3 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • AlphaQuest reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 196 Carriage Services shares in Q1 2026, an estimated $8.29K.
  • AlphaQuest first reported a position in Carriage Services in Q1 2024 and held it in 8 quarters.
  • AlphaQuest's Carriage Services position peaked at $381K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.