Perfromance Wealth Partners’s Service Corp International SCI Stock Holding History

Perfromance Wealth Partners’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 Q3	–	Sell	-4,043	Closed	-$329K	–	209
2025 Q2	$329K	Buy	4,043 +16	+0.4%	+$1.25K	0.01%	145
2025 Q1	$323K	Sell	4,027 -1,984	-33%	-$156K	0.01%	127
2024 Q4	$480K	Buy	6,011 +3,011	+100%	+$246K	0.02%	98
2024 Q3	$237K	Hold	3,000	–	–	0.01%	168
2024 Q2	$213K	Hold	3,000	–	–	0.01%	154
2024 Q1	$223K	Buy	+3,000	New	+$212K	0.01%	147
2023 Q4	–	Sell	-6,000	Closed	-$343K	–	177
2023 Q3	$343K	Hold	6,000	–	–	0.02%	128
2023 Q2	$385K	Hold	6,000	–	–	0.02%	132
2023 Q1	$413K	Hold	6,000	–	–	0.02%	123
2022 Q4	$415K	Hold	6,000	–	–	0.03%	113
2022 Q3	$346K	Buy	6,000 +1,000	+20%	+$65.9K	0.02%	117
2022 Q2	$346K	Hold	5,000	–	–	0.02%	118
2022 Q1	$329K	Hold	5,000	–	–	0.01%	130
2021 Q4	$355K	Buy	+5,000	New	+$332K	0.01%	134

Other funds holding SCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Perfromance Wealth Partners's SCI Position: Q3 2025 in Review

Perfromance Wealth Partners sold out of Service Corp International (SCI) in Q3 2025, closing a stake of 4,043 shares — an estimated $329K sold.

Perfromance Wealth Partners first reported a position in SCI in Q4 2021 and held it in 14 quarters. The position peaked at $480K in Q4 2024. 566 funds tracked by Wall St. Rank hold SCI as of Q3 2025.

Perfromance Wealth Partners reported no remaining Service Corp International position as of Q3 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 4,043 Service Corp International shares in Q3 2025, an estimated $329K.
Perfromance Wealth Partners first reported a position in Service Corp International in Q4 2021 and held it in 14 quarters.
Perfromance Wealth Partners's Service Corp International position peaked at $480K in Q4 2024.
566 funds tracked by Wall St. Rank held Service Corp International as of Q3 2025.

Based on Perfromance Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.