Meeder Asset Management’s Carriage Services CSV Stock Holding History

Meeder Asset 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	–	Sell	-320	Closed	-$14.6K	–	965
2026 Q1	$14.6K	Buy	320 +169	+112%	+$7.35K	﹤0.01%	628
2025 Q4	$6.39K	Sell	151 -157	-51%	-$6.82K	﹤0.01%	757
2025 Q3	$13.7K	Buy	+308	New	+$13.9K	﹤0.01%	489
2022 Q1	–	Sell	-6	Closed	–	–	2349
2021 Q4	$0	Buy	+6	New	+$311	﹤0.01%	1431
2020 Q2	–	Sell	-195	Closed	-$3K	–	2127
2020 Q1	$3K	Buy	+195	New	+$4.21K	﹤0.01%	1938
2019 Q1	–	Sell	-129	Closed	-$2K	–	1726
2018 Q4	$2K	Buy	+129	New	+$2.26K	﹤0.01%	1565
2017 Q2	–	Sell	-70	Closed	-$2K	–	1693
2017 Q1	$2K	Buy	+70	New	+$1.88K	﹤0.01%	1358

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Meeder Asset Management's CSV Position: Q2 2026 in Review

Meeder Asset Management sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 320 shares — an estimated $14.6K sold.

Meeder Asset Management first reported a position in CSV in Q1 2017 and held it in 7 quarters. The position peaked at $14.6K in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Meeder Asset Management reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
Meeder Asset Management sold 320 Carriage Services shares in Q2 2026, an estimated $14.6K.
Meeder Asset Management first reported a position in Carriage Services in Q1 2017 and held it in 7 quarters.
Meeder Asset Management's Carriage Services position peaked at $14.6K in Q1 2026.
157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.