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

EP 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
Q2 		– Sell
-3,179
Closed -$255K – 1466
2025
Q1 		$255K Sell
3,179
-465
-13% -$36.6K ﹤0.01% 1007
2024
Q4 		$291K Buy
3,644
+465
+15% +$38K ﹤0.01% 885
2024
Q3 		$251K Buy
+3,179
New +$242K ﹤0.01% 935
2023
Q2 		– Sell
-95,467
Closed -$4.62M – 718
2023
Q1 		$4.62M Buy
+95,467
New +$6.59M 0.08% 144

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

EP Wealth Advisors's SCI Position: Q2 2025 in Review

EP Wealth Advisors sold out of Service Corp International (SCI) in Q2 2025, closing a stake of 3,179 shares — an estimated $255K sold.

EP Wealth Advisors first reported a position in SCI in Q1 2023 and held it in 4 quarters. The position peaked at $4.62M in Q1 2023. 566 funds tracked by Wall St. Rank hold SCI as of Q2 2025.

  • EP Wealth Advisors reported no remaining Service Corp International position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,179 Service Corp International shares in Q2 2025, an estimated $255K.
  • EP Wealth Advisors first reported a position in Service Corp International in Q1 2023 and held it in 4 quarters.
  • EP Wealth Advisors's Service Corp International position peaked at $4.62M in Q1 2023.
  • 566 funds tracked by Wall St. Rank held Service Corp International as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.