Alpha Cubed Investments’s Service Corp International SCI Stock Holding History

Alpha Cubed Investments’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 Q4	$211K	Hold	2,700	–	–	0.01%	275
2025 Q3	$225K	Hold	2,700	–	–	0.01%	265
2025 Q2	$220K	Hold	2,700	–	–	0.01%	275
2025 Q1	$217K	Sell	2,700 -32	-1%	-$2.52K	0.01%	275
2024 Q4	$218K	Buy	2,732 +32	+1%	+$2.62K	0.01%	238
2024 Q3	$213K	Buy	+2,700	New	+$205K	0.01%	244
2024 Q2	–	Sell	-3,000	Closed	-$223K	–	308
2024 Q1	$223K	Hold	3,000	–	–	0.01%	249
2023 Q4	$205K	Buy	+3,000	New	+$181K	0.01%	258
2023 Q2	–	Sell	-3,000	Closed	-$206K	–	283
2023 Q1	$206K	Hold	3,000	–	–	0.01%	248
2022 Q4	$207K	Buy	+3,000	New	+$200K	0.02%	255
2022 Q3	–	Sell	-3,000	Closed	-$207K	–	314
2022 Q2	$207K	Buy	+3,000	New	+$205K	0.02%	284
2022 Q1	–	Sell	-3,000	Closed	-$213K	–	349
2021 Q4	$213K	Buy	+3,000	New	+$199K	0.01%	255
2021 Q2	–	Sell	-4,500	Closed	-$230K	–	276
2021 Q1	$230K	Hold	4,500	–	–	0.02%	232
2020 Q4	$221K	Buy	+4,500	New	+$214K	0.02%	230
2020 Q1	–	Sell	-4,940	Closed	-$227K	–	255
2019 Q4	$227K	Sell	4,940 -500	-9%	-$22.6K	0.02%	230
2019 Q3	$260K	Buy	5,440 +940	+21%	+$44.1K	0.03%	204
2019 Q2	$211K	Buy	+4,500	New	+$194K	0.02%	230
2019 Q1	–	Sell	-6,700	Closed	-$270K	–	256
2018 Q4	$270K	Hold	6,700	–	–	0.04%	164
2018 Q3	$291K	Buy	+6,700	New	+$271K	0.03%	239

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpha Cubed Investments's SCI Position: Q4 2025 in Review

Alpha Cubed Investments held its Service Corp International (SCI) position steady in Q4 2025 at 2,700 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #275.

Alpha Cubed Investments first reported a position in SCI in Q3 2018 and has held it in 19 quarters since. The position peaked at $291K in Q3 2018. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

Alpha Cubed Investments held 2,700 shares of Service Corp International worth $211K as of Q4 2025.
Alpha Cubed Investments left its Service Corp International share count unchanged in Q4 2025.
Service Corp International made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #275 holding.
Alpha Cubed Investments first reported a position in Service Corp International in Q3 2018 and has held it in 19 quarters since.
Alpha Cubed Investments's Service Corp International position peaked at $291K in Q3 2018.
553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.