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INTECH Investment Management’s Carriage Services CSV Stock Holding History

INTECH Investment 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
Q1 		– Sell
-5,697
Closed -$241K – 2155
2025
Q4 		$241K Hold
5,697
– – ﹤0.01% 1875
2025
Q3 		$254K Sell
5,697
-2,684
-32% -$121K ﹤0.01% 1923
2025
Q2 		$383K Buy
8,381
+1,175
+16% +$49.1K ﹤0.01% 1757
2025
Q1 		$279K Buy
7,206
+1,693
+31% +$67.2K ﹤0.01% 1932
2024
Q4 		$220K Buy
+5,513
New +$203K ﹤0.01% 1991

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 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $3.37T AUM 44.26% 1-Year Est. Return

INTECH Investment Management's CSV Position: Q1 2026 in Review

INTECH Investment Management sold out of Carriage Services (CSV) in Q1 2026, closing a stake of 5,697 shares — an estimated $241K sold.

INTECH Investment Management first reported a position in CSV in Q4 2024 and held it in 5 quarters. The position peaked at $383K in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • INTECH Investment Management reported no remaining Carriage Services position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 5,697 Carriage Services shares in Q1 2026, an estimated $241K.
  • INTECH Investment Management first reported a position in Carriage Services in Q4 2024 and held it in 5 quarters.
  • INTECH Investment Management's Carriage Services position peaked at $383K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.