AWM
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Axxcess Wealth Management’s Carriage Services CSV Stock Holding History

Axxcess Wealth Management’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
2025
Q4 		– Sell
-45,964
Closed -$2.05M – 1059
2025
Q3 		$2.05M Buy
45,964
+13,703
+42% +$619K 0.04% 305
2025
Q2 		$1.48M Buy
+32,261
New +$1.35M 0.03% 341

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Axxcess Wealth Management's CSV Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 45,964 shares — an estimated $2.05M sold.

Axxcess Wealth Management first reported a position in CSV in Q2 2025 and held it in 2 quarters. The position peaked at $2.05M in Q3 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 45,964 Carriage Services shares in Q4 2025, an estimated $2.05M.
  • Axxcess Wealth Management first reported a position in Carriage Services in Q2 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Carriage Services position peaked at $2.05M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.