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Essential Partners’s Carriage Services CSV Stock Holding History

Essential 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
Q2 		$383 Buy
10
+5
+100% +$219 ﹤0.01% 2528
2026
Q1 		$228 Sell
5
-1
-17% -$44 ﹤0.01% 2585
2025
Q4 		$254 Buy
6
+3
+100% +$130 ﹤0.01% 2381
2025
Q3 		$134 Buy
3
+1
+50% +$45 ﹤0.01% 2461
2025
Q2 		$91 Buy
+2
New +$84 ﹤0.01% 2078

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

Essential Partners's CSV Position: Q2 2026 in Review

Essential Partners increased its Carriage Services (CSV) stake by 100% in Q2 2026, buying an estimated $219 and bringing the position to 10 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Essential Partners first reported a position in CSV in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Essential Partners held 10 shares of Carriage Services worth $383 as of Q2 2026.
  • Essential Partners bought 5 Carriage Services shares in Q2 2026, an estimated $219.
  • Carriage Services made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2528 holding.
  • Essential Partners first reported a position in Carriage Services in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.