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Coldstream Capital Management’s Carriage Services CSV Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-136
Closed -$5.27K – 1631
2025
Q1 		$5.27K Buy
+136
New +$5.4K ﹤0.01% 2671

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Coldstream Capital Management's CSV Position: Q2 2025 in Review

Coldstream Capital Management sold out of Carriage Services (CSV) in Q2 2025, closing a stake of 136 shares — an estimated $5.27K sold.

Coldstream Capital Management first reported a position in CSV in Q1 2025 and held it in 1 quarter. The position peaked at $5.27K in Q1 2025. 161 funds tracked by Wall St. Rank hold CSV as of Q2 2025.

  • Coldstream Capital Management reported no remaining Carriage Services position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 136 Carriage Services shares in Q2 2025, an estimated $5.27K.
  • Coldstream Capital Management first reported a position in Carriage Services in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Carriage Services position peaked at $5.27K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Carriage Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.