State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Carriage Services CSV Stock Holding History

State of Wisconsin Investment Board’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 		$300K Sell
7,820
-1,100
-12% -$48.2K ﹤0.01% 2283
2026
Q1 		$407K Sell
8,920
-200
-2% -$8.7K ﹤0.01% 2097
2025
Q4 		$386K Sell
9,120
-3,200
-26% -$139K ﹤0.01% 2060
2025
Q3 		$549K Buy
12,320
+1,300
+12% +$58.8K ﹤0.01% 1844
2025
Q2 		$504K Sell
11,020
-4,400
-29% -$184K ﹤0.01% 1859
2025
Q1 		$598K Buy
15,420
+3,815
+33% +$151K ﹤0.01% 1682
2024
Q4 		$462K Buy
11,605
+3,900
+51% +$144K ﹤0.01% 1845
2024
Q3 		$253K Sell
7,705
-1,916
-20% -$59.2K ﹤0.01% 2098
2024
Q2 		$258K Sell
9,621
-22
-0.2% -$577 ﹤0.01% 2074
2024
Q1 		$261K Sell
9,643
-16,034
-62% -$401K ﹤0.01% 1996
2023
Q4 		$642K Buy
25,677
+2,174
+9% +$51.2K ﹤0.01% 1578
2023
Q3 		$664K Sell
23,503
-12,023
-34% -$379K ﹤0.01% 1571
2023
Q2 		$1.15M Buy
35,526
+1,093
+3% +$30.6K ﹤0.01% 1422
2023
Q1 		$1.05M Buy
34,433
+13,293
+63% +$422K ﹤0.01% 1464
2022
Q4 		$582K Buy
21,140
+5,542
+36% +$151K ﹤0.01% 1835
2022
Q3 		$502K Sell
15,598
-1,116
-7% -$41.7K ﹤0.01% 1981
2022
Q2 		$663K Buy
16,714
+3,614
+28% +$156K ﹤0.01% 1927
2022
Q1 		$699K Buy
13,100
+6,600
+102% +$348K ﹤0.01% 1721
2021
Q4 		$419K Buy
+6,500
New +$337K ﹤0.01% 1733

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

State of Wisconsin Investment Board's CSV Position: Q2 2026 in Review

State of Wisconsin Investment Board reduced its Carriage Services (CSV) stake by 12% in Q2 2026, selling an estimated $48.2K and leaving 7,820 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

State of Wisconsin Investment Board first reported a position in CSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2023. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • State of Wisconsin Investment Board held 7,820 shares of Carriage Services worth $300K as of Q2 2026.
  • State of Wisconsin Investment Board sold 1,100 Carriage Services shares in Q2 2026, an estimated $48.2K.
  • Carriage Services made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #2283 holding.
  • State of Wisconsin Investment Board first reported a position in Carriage Services in Q4 2021 and has held it in 19 quarters since.
  • State of Wisconsin Investment Board's Carriage Services position peaked at $1.15M in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.