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Ironwood Investment Management’s Carriage Services CSV Stock Holding History

Ironwood 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
Q2 		$900K Hold
23,468
– – 0.31% 90
2026
Q1 		$1.07M Hold
23,468
– – 0.45% 68
2025
Q4 		$993K Buy
+23,468
New +$1.02M 0.42% 78

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

Ironwood Investment Management's CSV Position: Q2 2026 in Review

Ironwood Investment Management held its Carriage Services (CSV) position steady in Q2 2026 at 23,468 shares worth $900K. The position accounts for 0.31% of the portfolio, ranked #90.

Ironwood Investment Management first reported a position in CSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Ironwood Investment Management held 23,468 shares of Carriage Services worth $900K as of Q2 2026.
  • Ironwood Investment Management left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up 0.31% of Ironwood Investment Management's portfolio in Q2 2026, its #90 holding.
  • Ironwood Investment Management first reported a position in Carriage Services in Q4 2025 and has held it in 3 quarters since.
  • Ironwood Investment Management's Carriage Services position peaked at $1.07M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.