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Covestor’s Carriage Services CSV Stock Holding History

Covestor’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 		– Sell
-4
Closed – – 2531
2026
Q1 		$0 Sell
4
-16
-80% -$696 ﹤0.01% 2333
2025
Q4 		$1K Sell
20
-6
-23% -$260 ﹤0.01% 2019
2025
Q3 		$1K Buy
+26
New +$1.18K ﹤0.01% 2038
2022
Q3 		– Sell
-1
Closed – – 2073
2022
Q2 		$0 Sell
1
-1
-50% -$43 ﹤0.01% 1983
2022
Q1 		$0 Buy
+2
New +$106 ﹤0.01% 2157

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

Covestor's CSV Position: Q2 2026 in Review

Covestor sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 4 shares.

Covestor first reported a position in CSV in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Covestor reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 4 Carriage Services shares in Q2 2026.
  • Covestor first reported a position in Carriage Services in Q1 2022 and held it in 5 quarters.
  • Covestor's Carriage Services position peaked at $1K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.