Oak Ridge Investments’s Carriage Services CSV Stock Holding History

Oak Ridge Investments’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	$1.93M	Buy	+50,381	New	+$2.21M	0.11%	107

Other funds holding CSV

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Oak Ridge Investments's CSV Position: Q2 2026 in Review

Oak Ridge Investments opened a new position in Carriage Services (CSV) in Q2 2026: 50,381 shares worth $1.93M. The stake represents 0.11% of the portfolio and ranks #107 among its holdings.

13 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Oak Ridge Investments held 50,381 shares of Carriage Services worth $1.93M as of Q2 2026.
Carriage Services was a new Oak Ridge Investments position in Q2 2026.
Carriage Services made up 0.11% of Oak Ridge Investments's portfolio in Q2 2026, its #107 holding.
13 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.