Position in CSV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,166,975
-$16,860 QoQ
Shares Held
135,063
-7.6% QoQ
Ownership
0.851%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.65270281276145.ToString("F0")%
Shared 0.ToString("F0")%
None 11.347297187238548.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $823,945,115 across 12 Personal Services names. CSV ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5,466,561 | $291,969,016 | |
| 2 | SCI |
Service Corp International
|
3,464,763 | $285,877,586 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,072,567 | $88,089,918 | |
| 4 | FTDR |
Frontdoor, Inc.
|
1,608,767 | $85,039,417 | |
| 5 | HRB |
H&R Block Inc
|
1,988,035 | $63,100,226 | |
| 6 | CSV |
Carriage Services Inc
This page
|
135,063 | $6,166,975 | |
| 7 | MED |
Medifast Inc
|
325,312 | $3,314,926 | |
| 8 | ANDG |
Andersen Group Inc.
|
13,787 | $375,004 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,166,975 | 135,063 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,183,835 | 146,190 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,751,247 | 174,029 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,589,650 | 187,793 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,948,686 | 179,321 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,722,090 | 193,779 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,911,498 | 180,064 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,257,507 | 84,110 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,517,772 | 241,042 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,855,012 | 274,091 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,428,847 | 85,977 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,175,302 | 97,792 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,283,094 | 107,572 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,551,660 | 92,653 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,466,733 | 76,702 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,995,327 | 100,765 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,434,485 | 101,903 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,063,945 | 32,029 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,707,724 | 60,725 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,377,726 | 118,413 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,418,813 | 97,153 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,108,336 | 67,316 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $73,087 | 3,276 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $320,433 | 17,684 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $70,041 | 4,337 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||