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Modera Wealth Management’s Service Corp International SCI Stock Holding History

Modera Wealth Management’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
-2,759
Closed -$230K – 663
2025
Q3 		$230K Buy
+2,759
New +$220K ﹤0.01% 601
2022
Q1 		– Sell
-4,116
Closed -$292K – 547
2021
Q4 		$292K Buy
+4,116
New +$273K 0.01% 425

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 $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 $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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modera Wealth Management's SCI Position: Q4 2025 in Review

Modera Wealth Management sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 2,759 shares — an estimated $230K sold.

Modera Wealth Management first reported a position in SCI in Q4 2021 and held it in 2 quarters. The position peaked at $292K in Q4 2021. 554 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Modera Wealth Management reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 2,759 Service Corp International shares in Q4 2025, an estimated $230K.
  • Modera Wealth Management first reported a position in Service Corp International in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Service Corp International position peaked at $292K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.