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PharVision Advisers’s Carriage Services CSV Stock Holding History

PharVision Advisers’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
2025
Q4 		– Sell
-7,208
Closed -$321K – 743
2025
Q3 		$321K Buy
+7,208
New +$326K 0.18% 187

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PharVision Advisers's CSV Position: Q4 2025 in Review

PharVision Advisers sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 7,208 shares — an estimated $321K sold.

PharVision Advisers first reported a position in CSV in Q3 2025 and held it in 1 quarter. The position peaked at $321K in Q3 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • PharVision Advisers reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • PharVision Advisers sold 7,208 Carriage Services shares in Q4 2025, an estimated $321K.
  • PharVision Advisers first reported a position in Carriage Services in Q3 2025 and held it in 1 quarter.
  • PharVision Advisers's Carriage Services position peaked at $321K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.