UBS Group’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $765K | Sell |
19,949
-1,353
| -6% | -$59.3K | ﹤0.01% | 5944 |
|
|
2026
Q1 | $973K | Buy |
21,302
+876
| +4% | +$38.1K | ﹤0.01% | 5580 |
|
|
2025
Q4 | $864K | Sell |
20,426
-33,577
| -62% | -$1.46M | ﹤0.01% | 5699 |
|
|
2025
Q3 | $2.41M | Buy |
54,003
+20,794
| +63% | +$940K | ﹤0.01% | 4786 |
|
|
2025
Q2 | $1.52M | Buy |
33,209
+23,609
| +246% | +$986K | ﹤0.01% | 5086 |
|
|
2025
Q1 | $372K | Sell |
9,600
-2,525
| -21% | -$100K | ﹤0.01% | 6089 |
|
|
2024
Q4 | $483K | Sell |
12,125
-4,667
| -28% | -$172K | ﹤0.01% | 5872 |
|
|
2024
Q3 | $551K | Sell |
16,792
-24,547
| -59% | -$759K | ﹤0.01% | 5158 |
|
|
2024
Q2 | $1.11M | Buy |
41,339
+2,849
| +7% | +$74.8K | ﹤0.01% | 4324 |
|
|
2024
Q1 | $1.04M | Sell |
38,490
-17,693
| -31% | -$443K | ﹤0.01% | 4566 |
|
|
2023
Q4 | $1.41M | Buy |
56,183
+4,737
| +9% | +$112K | ﹤0.01% | 4179 |
|
|
2023
Q3 | $1.45M | Sell |
51,446
-46,681
| -48% | -$1.47M | ﹤0.01% | 3763 |
|
|
2023
Q2 | $3.19M | Sell |
98,127
-89,378
| -48% | -$2.5M | ﹤0.01% | 3041 |
|
|
2023
Q1 | $5.72M | Sell |
187,505
-34,946
| -16% | -$1.11M | ﹤0.01% | 2387 |
|
|
2022
Q4 | $6.13M | Buy |
222,451
+83,527
| +60% | +$2.27M | ﹤0.01% | 2311 |
|
|
2022
Q3 | $4.47M | Sell |
138,924
-8,749
| -6% | -$327K | ﹤0.01% | 2467 |
|
|
2022
Q2 | $5.86M | Buy |
147,673
+6,032
| +4% | +$260K | ﹤0.01% | 2235 |
|
|
2022
Q1 | $7.55M | Buy |
141,641
+8,514
| +6% | +$449K | ﹤0.01% | 2163 |
|
|
2021
Q4 | $8.58M | Buy |
133,127
+132,279
| +15,599% | +$6.85M | ﹤0.01% | 2286 |
|
|
2021
Q3 | $38K | Sell |
848
-1,999
| -70% | -$80.9K | ﹤0.01% | 6550 |
|
|
2021
Q2 | $106K | Sell |
2,847
-4,527
| -61% | -$169K | ﹤0.01% | 5833 |
|
|
2021
Q1 | $259K | Sell |
7,374
-367
| -5% | -$12.7K | ﹤0.01% | 5295 |
|
|
2020
Q4 | $243K | Buy |
7,741
+6,519
| +533% | +$178K | ﹤0.01% | 5117 |
|
|
2020
Q3 | $27K | Sell |
1,222
-5,421
| -82% | -$114K | ﹤0.01% | 6069 |
|
|
2020
Q2 | $120K | Sell |
6,643
-4,011
| -38% | -$67.5K | ﹤0.01% | 5156 |
|
|
2020
Q1 | $172K | Sell |
10,654
-10,604
| -50% | -$229K | ﹤0.01% | 4839 |
|
|
2019
Q4 | $544K | Buy |
21,258
+8,091
| +61% | +$196K | ﹤0.01% | 4770 |
|
|
2019
Q3 | $269K | Buy |
13,167
+9,530
| +262% | +$198K | ﹤0.01% | 5023 |
|
|
2019
Q2 | $69K | Buy |
3,637
+1,630
| +81% | +$31.1K | ﹤0.01% | 5649 |
|
|
2019
Q1 | $39K | Sell |
2,007
-5,556
| -73% | -$107K | ﹤0.01% | 5733 |
|
|
2018
Q4 | $118K | Buy |
7,563
+1,583
| +26% | +$27.7K | ﹤0.01% | 5393 |
|
|
2018
Q3 | $129K | Buy |
5,980
+1,274
| +27% | +$30K | ﹤0.01% | 5361 |
|
|
2018
Q2 | $115K | Buy |
4,706
+3,156
| +204% | +$82.1K | ﹤0.01% | 5338 |
|
|
2018
Q1 | $42K | Sell |
1,550
-608
| -28% | -$16.4K | ﹤0.01% | 5845 |
|
|
2017
Q4 | $55K | Buy |
2,158
+402
| +23% | +$10.3K | ﹤0.01% | 5767 |
|
|
2017
Q3 | $45K | Sell |
1,756
-591
| -25% | -$14.8K | ﹤0.01% | 5865 |
|
|
2017
Q2 | $64K | Sell |
2,347
-776
| -25% | -$20.9K | ﹤0.01% | 5480 |
|
|
2017
Q1 | $85K | Sell |
3,123
-2,452
| -44% | -$65.7K | ﹤0.01% | 5165 |
|
|
2016
Q4 | $160K | Buy |
5,575
+3,844
| +222% | +$99.7K | ﹤0.01% | 4954 |
|
|
2016
Q3 | $41K | Buy |
1,731
+481
| +38% | +$11.4K | ﹤0.01% | 5673 |
|
|
2016
Q2 | $30K | Hold |
1,250
| – | – | ﹤0.01% | 5931 |
|
|
2016
Q1 | $27K | Sell |
1,250
-632
| -34% | -$13.5K | ﹤0.01% | 5967 |
|
|
2015
Q4 | $45K | Sell |
1,882
-990
| -34% | -$23.1K | ﹤0.01% | 5907 |
|
|
2015
Q3 | $62K | Buy |
2,872
+440
| +18% | +$10.1K | ﹤0.01% | 5628 |
|
|
2015
Q2 | $58K | Sell |
2,432
-804
| -25% | -$19.6K | ﹤0.01% | 5868 |
|
|
2015
Q1 | $77K | Sell |
3,236
-2,310
| -42% | -$52.3K | ﹤0.01% | 5638 |
|
|
2014
Q4 | $116K | Buy |
+5,546
| New | +$107K | ﹤0.01% | 5545 |
|
Other funds holding CSV
PAMP
UBS Group's CSV Position: Q2 2026 in Review
UBS Group reduced its Carriage Services (CSV) stake by 6.4% in Q2 2026, selling an estimated $59.3K and leaving 19,949 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #5944.
UBS Group first reported a position in CSV in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.58M in Q4 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.
- UBS Group held 19,949 shares of Carriage Services worth $765K as of Q2 2026.
- UBS Group sold 1,353 Carriage Services shares in Q2 2026, an estimated $59.3K.
- Carriage Services made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5944 holding.
- UBS Group first reported a position in Carriage Services in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Carriage Services position peaked at $8.58M in Q4 2021.
- 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.