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Arete Wealth Advisors’s Service Corp International SCI Stock Holding History

Arete Wealth Advisors’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 		– Sell
-4,121
Closed -$343K – 684
2025
Q3 		$343K Sell
4,121
-32
-0.8% -$2.55K 0.02% 546
2025
Q2 		$338K Buy
4,153
+34
+0.8% +$2.65K 0.02% 522
2025
Q1 		$330K Buy
4,119
+993
+32% +$78.1K 0.03% 498
2024
Q4 		$250K Buy
+3,126
New +$256K 0.02% 616
2024
Q3 		– Sell
-2,897
Closed -$206K – 810
2024
Q2 		$206K Buy
+2,897
New +$206K 0.02% 654
2023
Q2 		– Sell
-4,069
Closed -$280K – 738
2023
Q1 		$280K Buy
4,069
+200
+5% +$13.8K 0.02% 490
2022
Q4 		$268K Hold
3,869
– – 0.02% 487
2022
Q3 		$223K Buy
3,869
+1,973
+104% +$130K 0.02% 492
2022
Q2 		$425K Buy
+1,896
New +$130K 0.04% 274
2022
Q1 		– Sell
-3,037
Closed -$211K – 547
2021
Q4 		$211K Buy
+3,037
New +$202K 0.02% 463
2020
Q2 		– Sell
-6,185
Closed -$242K – 401
2020
Q1 		$242K Sell
6,185
-2,290
-27% -$107K 0.05% 281
2019
Q4 		$390K Hold
8,475
– – 0.07% 264
2019
Q3 		$405K Hold
8,475
– – 0.08% 247
2019
Q2 		$396K Buy
8,475
+240
+3% +$10.4K 0.08% 255
2019
Q1 		$331K Buy
8,235
+2,292
+39% +$95.7K 0.07% 271
2018
Q4 		$239K Buy
+5,943
New +$258K 0.06% 304

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's SCI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 4,121 shares — an estimated $343K sold.

Arete Wealth Advisors first reported a position in SCI in Q4 2018 and held it in 16 quarters. The position peaked at $425K in Q2 2022. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,121 Service Corp International shares in Q4 2025, an estimated $343K.
  • Arete Wealth Advisors first reported a position in Service Corp International in Q4 2018 and held it in 16 quarters.
  • Arete Wealth Advisors's Service Corp International position peaked at $425K in Q2 2022.
  • 553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.