Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Carriage Services CSV Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.4K Buy
622
+32
+5% +$1.39K ﹤0.01% 4203
2025
Q4 		$25K Buy
590
+12
+2% +$521 ﹤0.01% 4037
2025
Q3 		$26K Sell
578
-288
-33% -$13K ﹤0.01% 3963
2025
Q2 		$40K Sell
866
-7
-0.8% -$292 ﹤0.01% 3442
2025
Q1 		$34K Buy
873
+23
+3% +$913 ﹤0.01% 3282
2024
Q4 		$34K Buy
850
+365
+75% +$13.5K ﹤0.01% 3075
2024
Q3 		$16K Buy
485
+218
+82% +$6.74K ﹤0.01% 3493
2024
Q2 		$7K Buy
267
+65
+32% +$1.71K ﹤0.01% 3706
2024
Q1 		$5K Hold
202
– – ﹤0.01% 3638
2023
Q4 		$5K Sell
202
-1,239
-86% -$29.2K ﹤0.01% 3493
2023
Q3 		$41K Hold
1,441
– – ﹤0.01% 2182
2023
Q2 		$47K Hold
1,441
– – ﹤0.01% 2032
2023
Q1 		$44K Sell
1,441
-140
-9% -$4.44K ﹤0.01% 1943
2022
Q4 		$44K Buy
1,581
+1,531
+3,062% +$41.6K ﹤0.01% 1802
2022
Q3 		$2K Hold
50
– – ﹤0.01% 3433
2022
Q2 		$2K Sell
50
-1
-2% -$43 ﹤0.01% 3314
2022
Q1 		$3K Hold
51
– – ﹤0.01% 3011
2021
Q4 		$3K Buy
+51
New +$2.64K ﹤0.01% 2956

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

Carson Wealth (CWM LLC)'s CSV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Carriage Services (CSV) stake by 5.4% in Q1 2026, buying an estimated $1.39K and bringing the position to 622 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

Carson Wealth (CWM LLC) first reported a position in CSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $47K in Q2 2023. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 622 shares of Carriage Services worth $28.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 32 Carriage Services shares in Q1 2026, an estimated $1.39K.
  • Carriage Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4203 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carriage Services in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Carriage Services position peaked at $47K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.