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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Icon Wealth Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 1,449 shares — an estimated $121K sold.

Icon Wealth Advisors first reported a position in SCI in Q3 2022 and held it in 9 quarters. The position peaked at $173K in Q3 2022. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

Icon Wealth Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,449 Service Corp International shares in Q4 2025, an estimated $121K.
Icon Wealth Advisors first reported a position in Service Corp International in Q3 2022 and held it in 9 quarters.
Icon Wealth Advisors's Service Corp International position peaked at $173K in Q3 2022.
553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.