Creative Planning
CSV icon

Creative Planning’s Carriage Services CSV Stock Holding History

Creative Planning’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
-7,197
Closed -$329K – 4325
2026
Q1 		$329K Buy
7,197
+1,482
+26% +$64.5K ﹤0.01% 3355
2025
Q4 		$242K Buy
5,715
+164
+3% +$7.12K ﹤0.01% 3403
2025
Q3 		$247K Buy
5,551
+1,171
+27% +$52.9K ﹤0.01% 3301
2025
Q2 		$200K Buy
+4,380
New +$183K ﹤0.01% 3217
2017
Q3 		– Sell
-8
Closed – – 2264
2017
Q2 		$0 Hold
8
– – ﹤0.01% 4645
2017
Q1 		$0 Hold
8
– – ﹤0.01% 4684
2016
Q4 		$0 Buy
+8
New +$207 ﹤0.01% 4647
2014
Q3 		– Sell
-32
Closed -$1K – 4015
2014
Q2 		$1K Buy
+32
New +$552 ﹤0.01% 3619

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

Creative Planning's CSV Position: Q2 2026 in Review

Creative Planning sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 7,197 shares — an estimated $329K sold.

Creative Planning first reported a position in CSV in Q2 2014 and held it in 8 quarters. The position peaked at $329K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Creative Planning reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 7,197 Carriage Services shares in Q2 2026, an estimated $329K.
  • Creative Planning first reported a position in Carriage Services in Q2 2014 and held it in 8 quarters.
  • Creative Planning's Carriage Services position peaked at $329K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.