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Arax Advisory Partners’s Carriage Services CSV Stock Holding History

Arax Advisory Partners’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
Q2 		$17.7K Buy
462
+421
+1,027% +$18.4K ﹤0.01% 4041
2026
Q1 		$1.87K Sell
41
-2,478
-98% -$108K ﹤0.01% 3124
2025
Q4 		$107K Sell
2,519
-32
-1% -$1.39K ﹤0.01% 1309
2025
Q3 		$114K Buy
2,551
+404
+19% +$18.3K ﹤0.01% 1494
2025
Q2 		$98.2K Buy
+2,147
New +$89.6K ﹤0.01% 944

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Arax Advisory Partners's CSV Position: Q2 2026 in Review

Arax Advisory Partners increased its Carriage Services (CSV) stake by 1,027% in Q2 2026, buying an estimated $18.4K and bringing the position to 462 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Arax Advisory Partners first reported a position in CSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $114K in Q3 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Arax Advisory Partners held 462 shares of Carriage Services worth $17.7K as of Q2 2026.
  • Arax Advisory Partners bought 421 Carriage Services shares in Q2 2026, an estimated $18.4K.
  • Carriage Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4041 holding.
  • Arax Advisory Partners first reported a position in Carriage Services in Q2 2025 and has held it in 5 quarters since.
  • Arax Advisory Partners's Carriage Services position peaked at $114K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.