Invesco’s Carriage Services CSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$792K Sell
20,650
-6,334
-23% -$277K ﹤0.01% 3038
2026
Q1
$1.23M Sell
26,984
-2,330
-8% -$101K ﹤0.01% 2769
2025
Q4
$1.24M Sell
29,314
-2,186
-7% -$94.9K ﹤0.01% 2817
2025
Q3
$1.4M Buy
31,500
+2,853
+10% +$129K ﹤0.01% 2772
2025
Q2
$1.31M Sell
28,647
-1,758
-6% -$73.4K ﹤0.01% 2741
2025
Q1
$1.18M Sell
30,405
-1,434
-5% -$56.9K ﹤0.01% 2759
2024
Q4
$1.27M Buy
31,839
+1,469
+5% +$54.2K ﹤0.01% 2815
2024
Q3
$997K Sell
30,370
-18,561
-38% -$574K ﹤0.01% 2908
2024
Q2
$1.31M Sell
48,931
-834
-2% -$21.9K ﹤0.01% 2794
2024
Q1
$1.35M Buy
49,765
+22,617
+83% +$566K ﹤0.01% 2859
2023
Q4
$679K Sell
27,148
-13,774
-34% -$324K ﹤0.01% 3065
2023
Q3
$1.16M Buy
40,922
+13,359
+48% +$421K ﹤0.01% 2796
2023
Q2
$895K Sell
27,563
-298
-1% -$8.35K ﹤0.01% 2949
2023
Q1
$850K Sell
27,861
-9,548
-26% -$303K ﹤0.01% 2975
2022
Q4
$1.03M Buy
37,409
+7,089
+23% +$193K ﹤0.01% 2923
2022
Q3
$975K Sell
30,320
-5,895
-16% -$220K ﹤0.01% 2933
2022
Q2
$1.44M Sell
36,215
-35,513
-50% -$1.53M ﹤0.01% 2847
2022
Q1
$3.83M Sell
71,728
-24,517
-25% -$1.29M ﹤0.01% 2508
2021
Q4
$6.2M Buy
96,245
+56,816
+144% +$2.94M ﹤0.01% 2291
2021
Q3
$1.76M Sell
39,429
-15,638
-28% -$633K ﹤0.01% 2870
2021
Q2
$2.04M Buy
55,067
+2,235
+4% +$83.4K ﹤0.01% 2833
2021
Q1
$1.86M Buy
52,832
+20,093
+61% +$697K ﹤0.01% 2802
2020
Q4
$1.02M Buy
32,739
+4,413
+16% +$120K ﹤0.01% 2923
2020
Q3
$632K Sell
28,326
-963
-3% -$20.3K ﹤0.01% 3035
2020
Q2
$530K Sell
29,289
-2,138
-7% -$36K ﹤0.01% 3103
2020
Q1
$507K Buy
31,427
+1,691
+6% +$36.5K ﹤0.01% 3048
2019
Q4
$761K Buy
29,736
+1,475
+5% +$35.8K ﹤0.01% 3106
2019
Q3
$578K Sell
28,261
-141
-0.5% -$2.93K ﹤0.01% 3209
2019
Q2
$540K Sell
28,402
-979
-3% -$18.7K ﹤0.01% 3290
2019
Q1
$566K Buy
29,381
+8,216
+39% +$158K ﹤0.01% 3259
2018
Q4
$328K Buy
21,165
+2,592
+14% +$45.4K ﹤0.01% 3435
2018
Q3
$400K Buy
18,573
+127
+0.7% +$2.99K ﹤0.01% 3520
2018
Q2
$453K Buy
18,446
+208
+1% +$5.41K ﹤0.01% 3461
2018
Q1
$504K Buy
18,238
+3,294
+22% +$89K ﹤0.01% 3324
2017
Q4
$384K Buy
14,944
+443
+3% +$11.3K ﹤0.01% 3383
2017
Q3
$371K Buy
14,501
+682
+5% +$17.1K ﹤0.01% 3391
2017
Q2
$373K Sell
13,819
-68
-0.5% -$1.83K ﹤0.01% 3415
2017
Q1
$377K Sell
13,887
-12,864
-48% -$345K ﹤0.01% 3433
2016
Q4
$766K Buy
26,751
+833
+3% +$21.6K ﹤0.01% 3135
2016
Q3
$613K Buy
25,918
+1,081
+4% +$25.7K ﹤0.01% 3185
2016
Q2
$588K Sell
24,837
-4,930
-17% -$113K ﹤0.01% 3166
2016
Q1
$643K Buy
29,767
+12,650
+74% +$270K ﹤0.01% 3132
2015
Q4
$413K Buy
17,117
+899
+6% +$21K ﹤0.01% 3337
2015
Q3
$350K Buy
16,218
+3,371
+26% +$77.3K ﹤0.01% 3382
2015
Q2
$307K Buy
12,847
+426
+3% +$10.4K ﹤0.01% 3572
2015
Q1
$296K Buy
12,421
+280
+2% +$6.34K ﹤0.01% 3530
2014
Q4
$254K Buy
12,141
+628
+5% +$12.1K ﹤0.01% 3555
2014
Q3
$200K Buy
11,513
+611
+6% +$10.7K ﹤0.01% 3660
2014
Q2
$187K Sell
10,902
-8,245
-43% -$142K ﹤0.01% 3733
2014
Q1
$349K Buy
19,147
+3,779
+25% +$75.8K ﹤0.01% 3535
2013
Q4
$300K Sell
15,368
-140
-0.9% -$2.66K ﹤0.01% 3670
2013
Q3
$301K Buy
15,508
+8,331
+116% +$153K ﹤0.01% 3606
2013
Q2
$122K Buy
+7,177
New +$131K ﹤0.01% 3849

Other funds holding CSV

Invesco's CSV Position: Q2 2026 in Review

Invesco reduced its Carriage Services (CSV) stake by 23% in Q2 2026, selling an estimated $277K and leaving 20,650 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Invesco first reported a position in CSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.2M in Q4 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Invesco held 20,650 shares of Carriage Services worth $792K as of Q2 2026.
  • Invesco sold 6,334 Carriage Services shares in Q2 2026, an estimated $277K.
  • Carriage Services made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3038 holding.
  • Invesco first reported a position in Carriage Services in Q2 2013 and has held it in 53 quarters since.
  • Invesco's Carriage Services position peaked at $6.2M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.