HWM
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Hohimer Wealth Management’s Carriage Services CSV Stock Holding History

Hohimer Wealth 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
2026
Q2 		– Sell
-4,779
Closed -$218K – 402
2026
Q1 		$218K Buy
+4,779
New +$208K 0.03% 299
2025
Q4 		– Sell
-4,779
Closed -$213K – 333
2025
Q3 		$213K Buy
4,779
+289
+6% +$13.1K 0.03% 321
2025
Q2 		$205K Sell
4,490
-1,966
-30% -$82.1K 0.04% 236
2025
Q1 		$250K Buy
6,456
+255
+4% +$10.1K 0.05% 207
2024
Q4 		$247K Buy
+6,201
New +$229K 0.05% 205

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

Hohimer Wealth Management's CSV Position: Q2 2026 in Review

Hohimer Wealth Management sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 4,779 shares — an estimated $218K sold.

Hohimer Wealth Management first reported a position in CSV in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q1 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Hohimer Wealth Management reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 4,779 Carriage Services shares in Q2 2026, an estimated $218K.
  • Hohimer Wealth Management first reported a position in Carriage Services in Q4 2024 and held it in 5 quarters.
  • Hohimer Wealth Management's Carriage Services position peaked at $250K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.