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NewEdge Advisors’s Carriage Services CSV Stock Holding History

NewEdge Advisors’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 		$10.4K Buy
270
+151
+127% +$6.61K ﹤0.01% 3527
2026
Q1 		$5.44K Buy
119
+112
+1,600% +$4.87K ﹤0.01% 3564
2025
Q4 		$296 Buy
+7
New +$304 ﹤0.01% 4114

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

NewEdge Advisors's CSV Position: Q2 2026 in Review

NewEdge Advisors increased its Carriage Services (CSV) stake by 127% in Q2 2026, buying an estimated $6.61K and bringing the position to 270 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

NewEdge Advisors first reported a position in CSV in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • NewEdge Advisors held 270 shares of Carriage Services worth $10.4K as of Q2 2026.
  • NewEdge Advisors bought 151 Carriage Services shares in Q2 2026, an estimated $6.61K.
  • Carriage Services made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3527 holding.
  • NewEdge Advisors first reported a position in Carriage Services in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.