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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arax Advisory Partners's CSV Position: Q1 2026 in Review

Arax Advisory Partners reduced its Carriage Services (CSV) stake by 98% in Q1 2026, selling an estimated $108K and leaving 41 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Arax Advisory Partners first reported a position in CSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $114K in Q3 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Arax Advisory Partners held 41 shares of Carriage Services worth $1.87K as of Q1 2026.
  • Arax Advisory Partners sold 2,478 Carriage Services shares in Q1 2026, an estimated $108K.
  • Carriage Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3124 holding.
  • Arax Advisory Partners first reported a position in Carriage Services in Q2 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Carriage Services position peaked at $114K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.