IWA
SCI icon

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

Icon 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
-1,449
Closed -$121K – 498
2025
Q3 		$121K Sell
1,449
-405
-22% -$32.3K 0.01% 473
2025
Q2 		$151K Buy
1,854
+40
+2% +$3.12K 0.01% 419
2025
Q1 		$145K Buy
1,814
+256
+16% +$20.1K 0.01% 411
2024
Q4 		$124K Buy
1,558
+5
+0.3% +$409 0.01% 462
2024
Q3 		$123K Buy
1,553
+6
+0.4% +$456 0.01% 436
2024
Q2 		$124K Buy
1,547
+7
+0.5% +$497 0.01% 399
2024
Q1 		$114K Buy
1,540
+6
+0.4% +$423 0.01% 445
2023
Q4 		$105K Buy
+1,534
New +$92.3K 0.01% 421
2022
Q4 		– Sell
-3,002
Closed -$173K – 397
2022
Q3 		$173K Buy
+3,002
New +$198K 0.02% 314

Other funds holding SCI

BlackRock
BlackRock New York $5.7T 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 $18.8B 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 $95.1B AUM 30.55% 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