Marshall Wace
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Marshall Wace’s Carriage Services CSV Stock Holding History

Marshall Wace’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
Q4 		– Sell
-43,141
Closed -$1.92M – 3043
2025
Q3 		$1.92M Buy
+43,141
New +$1.95M ﹤0.01% 1644
2025
Q2 		– Sell
-19,456
Closed -$754K – 2783
2025
Q1 		$754K Sell
19,456
-24,695
-56% -$980K ﹤0.01% 1901
2024
Q4 		$1.76M Buy
44,151
+9,461
+27% +$349K ﹤0.01% 1499
2024
Q3 		$1.14M Sell
34,690
-3,724
-10% -$115K ﹤0.01% 1600
2024
Q2 		$1.03M Buy
38,414
+1,125
+3% +$29.5K ﹤0.01% 1669
2024
Q1 		$1.01M Sell
37,289
-3,211
-8% -$80.4K ﹤0.01% 1646
2023
Q4 		$1.01M Sell
40,500
-44,765
-53% -$1.05M ﹤0.01% 1475
2023
Q3 		$2.41M Buy
85,265
+74,297
+677% +$2.34M ﹤0.01% 1142
2023
Q2 		$356K Sell
10,968
-33,660
-75% -$943K ﹤0.01% 2091
2023
Q1 		$1.36M Sell
44,628
-31,938
-42% -$1.01M ﹤0.01% 1662
2022
Q4 		$2.11M Sell
76,566
-9,340
-11% -$254K ﹤0.01% 1703
2022
Q3 		$2.76M Buy
+85,906
New +$3.21M 0.01% 1804
2022
Q2 		– Sell
-15,445
Closed -$824K – 3485
2022
Q1 		$824K Sell
15,445
-2,467
-14% -$130K ﹤0.01% 2532
2021
Q4 		$1.15M Buy
17,912
+9,902
+124% +$513K ﹤0.01% 2407
2021
Q3 		$357K Sell
8,010
-43,808
-85% -$1.77M ﹤0.01% 2569
2021
Q2 		$1.92M Buy
+51,818
New +$1.93M 0.01% 1463

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
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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Marshall Wace's CSV Position: Q4 2025 in Review

Marshall Wace sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 43,141 shares — an estimated $1.92M sold.

Marshall Wace first reported a position in CSV in Q2 2021 and held it in 16 quarters. The position peaked at $2.76M in Q3 2022. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Marshall Wace reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 43,141 Carriage Services shares in Q4 2025, an estimated $1.92M.
  • Marshall Wace first reported a position in Carriage Services in Q2 2021 and held it in 16 quarters.
  • Marshall Wace's Carriage Services position peaked at $2.76M in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.