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
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 $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

Cerity Partners's CSV Position: Q1 2026 in Review

Cerity Partners increased its Carriage Services (CSV) stake by 0.84% in Q1 2026, buying an estimated $2.26K and bringing the position to 6,254 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Cerity Partners first reported a position in CSV in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Cerity Partners held 6,254 shares of Carriage Services worth $286K as of Q1 2026.
  • Cerity Partners bought 52 Carriage Services shares in Q1 2026, an estimated $2.26K.
  • Carriage Services made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2645 holding.
  • Cerity Partners first reported a position in Carriage Services in Q4 2024 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.