Capstone Investment Advisors
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Capstone Investment Advisors’s Service Corp International SCI Stock Holding History

Capstone Investment 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
-6,013
Closed -$500K – 1999
2025
Q3 		$500K Buy
+6,013
New +$480K ﹤0.01% 1376
2024
Q2 		– Sell
-23,515
Closed -$1.75M – 2422
2024
Q1 		$1.75M Buy
+23,515
New +$1.66M 0.01% 844
2023
Q4 		– Sell
-8,886
Closed -$508K – 2367
2023
Q3 		$508K Sell
8,886
-15,096
-63% -$954K ﹤0.01% 1322
2023
Q2 		$1.55M Buy
+23,982
New +$1.6M 0.01% 715
2018
Q1 		– Sell
-12,300
Closed -$459K – 520
2017
Q4 		$459K Buy
12,300
+1,500
+14% +$53.7K 0.01% 283
2017
Q3 		$372K Buy
+10,800
New +$375K 0.01% 363
2017
Q2 		– Sell
-134,007
Closed -$4.14M – 895
2017
Q1 		$4.14M Buy
+134,007
New +$4.03M 0.1% 166
2016
Q2 		– Sell
-25,207
Closed -$622K – 828
2016
Q1 		$622K Buy
+25,207
New +$597K 0.02% 382

Other funds holding SCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's SCI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 6,013 shares — an estimated $500K sold.

Capstone Investment Advisors first reported a position in SCI in Q1 2016 and held it in 8 quarters. The position peaked at $4.14M in Q1 2017. 552 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,013 Service Corp International shares in Q4 2025, an estimated $500K.
  • Capstone Investment Advisors first reported a position in Service Corp International in Q1 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Service Corp International position peaked at $4.14M in Q1 2017.
  • 552 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.