MORGAN STANLEY

Position in CSV — Carriage Services Inc

CIK 895421 NEW YORK, NY

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Position in CSV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,336,202

+$1,169,227 QoQ

Shares Held

191,346

+41.7% QoQ

Ownership

1.20%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 157 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in CSV Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $843,457,618 across 9 Personal Services names. CSV ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	6,455,516	$269,453,232
2	SCI	Service Corp International	3,370,847	$256,049,529
3	FTDR	Frontdoor, Inc.	1,515,164	$117,561,568
4	BFAM	Bright Horizons Family Solutions Inc.	1,440,461	$102,099,865
5	HRB	H&R Block Inc	2,185,522	$83,224,673
6	CSV	Carriage Services Inc This page	191,346	$7,336,202
7	ANDG	Andersen Group Inc.	121,731	$4,591,691
8	MED	Medifast Inc	292,508	$3,103,506

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,336,202	191,346	+41.7%	Shares	Defined	2026-08-13
2026-03-31	$6,166,975	135,063	-7.6%	Shares	Defined	2026-05-15
2025-12-31	$6,183,835	146,190	-16.0%	Shares	Defined	2026-05-27
2025-09-30	$7,751,247	174,029	-7.3%	Shares	Defined	2026-05-27
2025-06-30	$8,589,650	187,793	+4.7%	Shares	Defined	2025-08-15
2025-03-31	$6,948,686	179,321	-7.5%	Shares	Defined	2025-05-15
2024-12-31	$7,722,090	193,779	+7.6%	Shares	Defined	2025-05-15
2024-09-30	$5,911,498	180,064	+114.1%	Shares	Defined	2025-05-14
2024-06-30	$2,257,507	84,110	-65.1%	Shares	Defined	2025-05-14
2024-03-31	$6,517,772	241,042	-12.1%	Shares	Defined	2024-10-17
2023-12-31	$6,855,012	274,091	+218.8%	Shares	Defined	2024-08-16
2023-09-30	$2,428,847	85,977	-12.1%	Shares	Defined	2023-11-15
2023-06-30	$3,175,302	97,792	-9.1%	Shares	Defined	2023-08-14
2023-03-31	$3,283,094	107,572	+16.1%	Shares	Defined	2023-05-15
2022-12-31	$2,551,660	92,653	+20.8%	Shares	Defined	2023-02-14
2022-09-30	$2,466,733	76,702	-23.9%	Shares	Defined	2022-11-14
2022-06-30	$3,995,327	100,765	-1.1%	Shares	Defined	2022-10-27
2022-03-31	$5,434,485	101,903	+218.2%	Shares	Defined	2022-10-27
2021-12-31	$2,063,945	32,029	-47.3%	Shares	Defined	2022-02-14
2021-09-30	$2,707,724	60,725	-48.7%	Shares	Defined	2021-11-15
2021-06-30	$4,377,726	118,413	+21.9%	Shares	Defined	2021-08-23
2021-03-31	$3,418,813	97,153	+44.3%	Shares	Defined	2021-05-17
2020-12-31	$2,108,336	67,316	+1954.8%	Shares	Defined	2021-02-16
2020-09-30	$73,087	3,276	-81.5%	Shares	Defined	2020-11-13
2020-06-30	$320,433	17,684	+307.7%	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.