TIM
CSV icon

Tortoise Investment Management’s Carriage Services CSV Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$134 – 500
2025
Q3 		$134 Buy
+3
New +$136 ﹤0.01% 1339

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Tortoise Investment Management's CSV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 3 shares — an estimated $134 sold.

Tortoise Investment Management first reported a position in CSV in Q3 2025 and held it in 1 quarter. The position peaked at $134 in Q3 2025. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Tortoise Investment Management reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Carriage Services shares in Q4 2025, an estimated $134.
  • Tortoise Investment Management first reported a position in Carriage Services in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Carriage Services position peaked at $134 in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.