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Inspire Investing’s Carriage Services CSV Stock Holding History

Inspire Investing’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
2025
Q3 		– Sell
-19,203
Closed -$878K – 867
2025
Q2 		$878K Buy
+19,203
New +$802K 0.1% 219
2025
Q1 		– Sell
-20,604
Closed -$821K – 819
2024
Q4 		$821K Buy
+20,604
New +$760K 0.09% 252

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Inspire Investing's CSV Position: Q3 2025 in Review

Inspire Investing sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 19,203 shares — an estimated $878K sold.

Inspire Investing first reported a position in CSV in Q4 2024 and held it in 2 quarters. The position peaked at $878K in Q2 2025. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • Inspire Investing reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • Inspire Investing sold 19,203 Carriage Services shares in Q3 2025, an estimated $878K.
  • Inspire Investing first reported a position in Carriage Services in Q4 2024 and held it in 2 quarters.
  • Inspire Investing's Carriage Services position peaked at $878K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Inspire Investing's 13F filing for Q3 2025, filed 15 Oct 2025.