Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Carriage Services CSV Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q1 		$4.09M Hold
89,477
– – 0.01% 960
2025
Q4 		$3.78M Hold
89,477
– – 0.01% 1011
2025
Q3 		$3.99M Hold
89,477
– – 0.01% 977
2025
Q2 		$4.09M Hold
89,477
– – 0.01% 908
2025
Q1 		$3.47M Hold
89,477
– – 0.01% 941
2024
Q4 		$3.57M Buy
+89,477
New +$3.3M 0.01% 792

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Universal-Beteiligungs- und Servicegesellschaft's CSV Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft held its Carriage Services (CSV) position steady in Q1 2026 at 89,477 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #960.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.09M in Q2 2025. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 89,477 shares of Carriage Services worth $4.09M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #960 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Carriage Services in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Carriage Services position peaked at $4.09M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.