Cerity Partners
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Cerity Partners’s Carriage Services CSV Stock Holding History

Cerity 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 		$233K Sell
6,079
-175
-3% -$7.67K ﹤0.01% 2961
2026
Q1 		$286K Buy
6,254
+52
+0.8% +$2.26K ﹤0.01% 2645
2025
Q4 		$262K Sell
6,202
-69
-1% -$3K ﹤0.01% 2487
2025
Q3 		$279K Buy
6,271
+213
+4% +$9.63K ﹤0.01% 2327
2025
Q2 		$277K Sell
6,058
-110
-2% -$4.59K ﹤0.01% 2190
2025
Q1 		$239K Sell
6,168
-280
-4% -$11.1K ﹤0.01% 2131
2024
Q4 		$256K Buy
+6,448
New +$238K ﹤0.01% 2114

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

Cerity Partners's CSV Position: Q2 2026 in Review

Cerity Partners reduced its Carriage Services (CSV) stake by 2.8% in Q2 2026, selling an estimated $7.67K and leaving 6,079 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Cerity Partners first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Cerity Partners held 6,079 shares of Carriage Services worth $233K as of Q2 2026.
  • Cerity Partners sold 175 Carriage Services shares in Q2 2026, an estimated $7.67K.
  • Carriage Services made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2961 holding.
  • Cerity Partners first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
  • Cerity Partners's Carriage Services position peaked at $286K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.