HWA
SCI icon

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

Heartwood 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
Q4 		– Sell
-43
Closed -$3.58K – 525
2025
Q3 		$3.58K Buy
+43
New +$3.43K ﹤0.01% 446

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

Heartwood Wealth Advisors's SCI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 43 shares — an estimated $3.58K sold.

Heartwood Wealth Advisors first reported a position in SCI in Q3 2025 and held it in 1 quarter. The position peaked at $3.58K in Q3 2025. 552 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 43 Service Corp International shares in Q4 2025, an estimated $3.58K.
  • Heartwood Wealth Advisors first reported a position in Service Corp International in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Service Corp International position peaked at $3.58K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.