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Cornerstone Planning Group’s Service Corp International SCI Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$401 Buy
6
+1
+20% +$81 ﹤0.01% 1700
2025
Q4 		$401 Sell
5
-123
-96% -$9.84K ﹤0.01% 1556
2025
Q3 		$120K Buy
128
+123
+2,460% +$9.81K 0.02% 195
2025
Q2 		$394 Sell
5
-14
-74% -$1.09K ﹤0.01% 1366
2025
Q1 		$1.53K Buy
+19
New +$1.5K ﹤0.01% 1047

Other funds holding SCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return