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

EverSource 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
2026
Q2 		$136K Sell
1,787
-1,132
-39% -$88.5K ﹤0.01% 1222
2026
Q1 		$241K Sell
2,919
-415
-12% -$33.5K 0.01% 949
2025
Q4 		$260K Buy
3,334
+844
+34% +$67.5K 0.01% 828
2025
Q3 		$207K Sell
2,490
-71
-3% -$5.67K 0.01% 887
2025
Q2 		$208K Buy
2,561
+1,936
+310% +$151K 0.01% 837
2025
Q1 		$50.1K Buy
625
+266
+74% +$20.9K ﹤0.01% 1240
2024
Q4 		$28.7K Sell
359
-2
-0.6% -$164 ﹤0.01% 1444
2024
Q3 		$28.5K Buy
361
+40
+12% +$3.04K ﹤0.01% 1309
2024
Q2 		$25.7K Buy
321
+33
+11% +$2.34K ﹤0.01% 1383
2024
Q1 		$20.7K Buy
288
+66
+30% +$4.66K ﹤0.01% 1345
2023
Q4 		$15.2K Buy
222
+157
+242% +$9.45K ﹤0.01% 1375
2023
Q3 		$3.71K Buy
65
+9
+16% +$568 ﹤0.01% 1815
2023
Q2 		$3.62K Buy
56
+8
+17% +$534 ﹤0.01% 1851
2023
Q1 		$3.3K Hold
48
– – ﹤0.01% 1778
2022
Q4 		$3.32K Hold
48
– – ﹤0.01% 1744
2022
Q3 		$3K Hold
48
– – ﹤0.01% 1573
2022
Q2 		$3K Sell
48
-50
-51% -$3.42K ﹤0.01% 1429
2022
Q1 		$6K Buy
98
+50
+104% +$3.15K ﹤0.01% 1197
2021
Q4 		$3K Buy
+48
New +$3.19K ﹤0.01% 1455

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

EverSource Wealth Advisors's SCI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Service Corp International (SCI) stake by 39% in Q2 2026, selling an estimated $88.5K and leaving 1,787 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

EverSource Wealth Advisors first reported a position in SCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $260K in Q4 2025. 544 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • EverSource Wealth Advisors held 1,787 shares of Service Corp International worth $136K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,132 Service Corp International shares in Q2 2026, an estimated $88.5K.
  • Service Corp International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1222 holding.
  • EverSource Wealth Advisors first reported a position in Service Corp International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Service Corp International position peaked at $260K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.