EverSource Wealth Advisors’s Carriage Services CSV Stock Holding History

EverSource Wealth 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	$1.3K	Sell	34 -7	-17%	-$307	﹤0.01%	3875
2026 Q1	$1.87K	Sell	41 -65	-61%	-$2.83K	﹤0.01%	3668
2025 Q4	$4.48K	Sell	106 -247	-70%	-$10.7K	﹤0.01%	3165
2025 Q3	$15.7K	Buy	353 +219	+163%	+$9.9K	﹤0.01%	2531
2025 Q2	$6.13K	Buy	134 +124	+1,240%	+$5.18K	﹤0.01%	3065
2025 Q1	$388	Buy	10 +4	+67%	+$159	﹤0.01%	3539
2024 Q4	$239	Buy	+6	New	+$221	﹤0.01%	3397

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

EverSource Wealth Advisors's CSV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Carriage Services (CSV) stake by 17% in Q2 2026, selling an estimated $307 and leaving 34 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3875.

EverSource Wealth Advisors first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q3 2025. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

EverSource Wealth Advisors held 34 shares of Carriage Services worth $1.3K as of Q2 2026.
EverSource Wealth Advisors sold 7 Carriage Services shares in Q2 2026, an estimated $307.
Carriage Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3875 holding.
EverSource Wealth Advisors first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Carriage Services position peaked at $15.7K in Q3 2025.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.