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MQS Management’s Carriage Services CSV Stock Holding History

MQS 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 		$212K Buy
+5,527
New +$242K 0.26% 211
2025
Q4 		– Sell
-16,669
Closed -$742K – 462
2025
Q3 		$742K Buy
+16,669
New +$753K 0.43% 47
2025
Q2 		– Sell
-16,017
Closed -$621K – 494
2025
Q1 		$621K Buy
+16,017
New +$636K 0.36% 72

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

MQS Management's CSV Position: Q2 2026 in Review

MQS Management opened a new position in Carriage Services (CSV) in Q2 2026: 5,527 shares worth $212K. The stake represents 0.26% of the portfolio and ranks #211 among its holdings. This is a return to the name: MQS Management previously reported a position in CSV as recently as Q3 2025.

MQS Management first reported a position in CSV in Q1 2025 and has held it in 3 quarters since. The position peaked at $742K in Q3 2025. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • MQS Management held 5,527 shares of Carriage Services worth $212K as of Q2 2026.
  • Carriage Services was a new MQS Management position in Q2 2026.
  • Carriage Services made up 0.26% of MQS Management's portfolio in Q2 2026, its #211 holding.
  • MQS Management first reported a position in Carriage Services in Q1 2025 and has held it in 3 quarters since.
  • MQS Management's Carriage Services position peaked at $742K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

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