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Marshall & Sterling Wealth Advisors’s Service Corp International SCI Stock Holding History

Marshall & Sterling 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
-68
Closed -$5.66K – 571
2025
Q3 		$5.66K Hold
68
– – ﹤0.01% 484
2025
Q2 		$5.54K Hold
68
– – ﹤0.01% 468
2025
Q1 		$5.45K Buy
+68
New +$5.35K ﹤0.01% 455

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SCI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 68 shares — an estimated $5.66K sold.

Marshall & Sterling Wealth Advisors first reported a position in SCI in Q1 2025 and held it in 3 quarters. The position peaked at $5.66K in Q3 2025. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 68 Service Corp International shares in Q4 2025, an estimated $5.66K.
  • Marshall & Sterling Wealth Advisors first reported a position in Service Corp International in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Service Corp International position peaked at $5.66K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.