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Evermay Wealth Management’s Service Corp International SCI Stock Holding History

Evermay Wealth Management’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
Q2 		– Sell
-20
Closed -$1.65K – 681
2026
Q1 		$1.65K Hold
20
– – ﹤0.01% 550
2025
Q4 		$1.56K Hold
20
– – ﹤0.01% 523
2025
Q3 		$1.67K Hold
20
– – ﹤0.01% 503
2025
Q2 		$1.63K Hold
20
– – ﹤0.01% 509
2025
Q1 		$1.6K Hold
20
– – ﹤0.01% 522
2024
Q4 		$1.6K Buy
+20
New +$1.64K ﹤0.01% 519

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evermay Wealth Management's SCI Position: Q2 2026 in Review

Evermay Wealth Management sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 20 shares — an estimated $1.65K sold.

Evermay Wealth Management first reported a position in SCI in Q4 2024 and held it in 6 quarters. The position peaked at $1.67K in Q3 2025. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Evermay Wealth Management reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 20 Service Corp International shares in Q2 2026, an estimated $1.65K.
  • Evermay Wealth Management first reported a position in Service Corp International in Q4 2024 and held it in 6 quarters.
  • Evermay Wealth Management's Service Corp International position peaked at $1.67K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.