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

Palumbo 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
-2,683
Closed -$223K – 231
2025
Q3 		$223K Buy
+2,683
New +$214K 0.07% 166

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

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

Palumbo Wealth Management sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 2,683 shares — an estimated $223K sold.

Palumbo Wealth Management first reported a position in SCI in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Palumbo Wealth Management reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 2,683 Service Corp International shares in Q4 2025, an estimated $223K.
  • Palumbo Wealth Management first reported a position in Service Corp International in Q3 2025 and held it in 1 quarter.
  • Palumbo Wealth Management's Service Corp International position peaked at $223K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

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