1858 Wealth Management’s Service Corp International SCI Stock Holding History

1858 Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Hold	2,539	–	–	0.15%	107
2025 Q2	$207K	Hold	2,539	–	–	0.15%	114
2025 Q1	$204K	Hold	2,539	–	–	0.17%	113
2024 Q4	$203K	Hold	2,539	–	–	0.16%	119
2024 Q3	$200K	Buy	+2,539	New	+$193K	0.16%	121

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1858 Wealth Management's SCI Position: Q3 2025 in Review

1858 Wealth Management held its Service Corp International (SCI) position steady in Q3 2025 at 2,539 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #107.

1858 Wealth Management first reported a position in SCI in Q3 2024 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold SCI as of Q3 2025.

1858 Wealth Management held 2,539 shares of Service Corp International worth $211K as of Q3 2025.
1858 Wealth Management left its Service Corp International share count unchanged in Q3 2025.
Service Corp International made up 0.15% of 1858 Wealth Management's portfolio in Q3 2025, its #107 holding.
1858 Wealth Management first reported a position in Service Corp International in Q3 2024 and has held it in 5 quarters since.
567 funds tracked by Wall St. Rank held Service Corp International as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.