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Clearstead Advisors’s Carriage Services CSV Stock Holding History

Clearstead Advisors’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 		$3.22K Buy
+84
New +$3.68K ﹤0.01% 2314
2026
Q1 		– Sell
-1,964
Closed -$83.1K – 2386
2025
Q4 		$83.1K Buy
1,964
+1,295
+194% +$56.2K ﹤0.01% 1180
2025
Q3 		$29.8K Hold
669
– – ﹤0.01% 1464
2025
Q2 		$30.6K Buy
+669
New +$27.9K ﹤0.01% 1451

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

Clearstead Advisors's CSV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Carriage Services (CSV) in Q2 2026: 84 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CSV as recently as Q4 2025.

Clearstead Advisors first reported a position in CSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $83.1K in Q4 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Clearstead Advisors held 84 shares of Carriage Services worth $3.22K as of Q2 2026.
  • Carriage Services was a new Clearstead Advisors position in Q2 2026.
  • Carriage Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2314 holding.
  • Clearstead Advisors first reported a position in Carriage Services in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Carriage Services position peaked at $83.1K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.