Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Carriage Services CSV Stock Holding History

Northwestern Mutual Wealth 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 		$767 Buy
+20
New +$876 ﹤0.01% 3834
2025
Q2 		– Sell
-2
Closed -$78 – 3720
2025
Q1 		$78 Hold
2
– – ﹤0.01% 3547
2024
Q4 		$80 Hold
2
– – ﹤0.01% 3495
2024
Q3 		$66 Buy
+2
New +$62 ﹤0.01% 3506
2016
Q4 		– Sell
-44
Closed -$1K – 2378
2016
Q3 		$1K Buy
+44
New +$1.04K ﹤0.01% 2024

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

Northwestern Mutual Wealth Management's CSV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Carriage Services (CSV) in Q2 2026: 20 shares worth $767. The stake represents ﹤0.01% of the portfolio and ranks #3834 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in CSV as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in CSV in Q3 2016 and has held it in 5 quarters since. The position peaked at $1K in Q3 2016. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Northwestern Mutual Wealth Management held 20 shares of Carriage Services worth $767 as of Q2 2026.
  • Carriage Services was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Carriage Services made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3834 holding.
  • Northwestern Mutual Wealth Management first reported a position in Carriage Services in Q3 2016 and has held it in 5 quarters since.
  • Northwestern Mutual Wealth Management's Carriage Services position peaked at $1K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.