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

Strategic 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
2026 Q1	$10.1K	Hold	123	–	–	﹤0.01%	890
2025 Q4	$9.59K	Hold	123	–	–	﹤0.01%	902
2025 Q3	$10.2K	Hold	123	–	–	﹤0.01%	890
2025 Q2	$10K	Buy	+123	New	+$9.6K	﹤0.01%	787
2021 Q1	–	Sell	-18,572	Closed	-$912K	–	209
2020 Q4	$912K	Sell	18,572 -634	-3%	-$30.1K	0.38%	69
2020 Q3	$810K	Buy	19,206 +2,622	+16%	+$112K	0.41%	67
2020 Q2	$645K	Buy	+16,584	New	+$637K	0.33%	80

Other funds holding SCI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's SCI Position: Q1 2026 in Review

Strategic Wealth Partners held its Service Corp International (SCI) position steady in Q1 2026 at 123 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Strategic Wealth Partners first reported a position in SCI in Q2 2020 and has held it in 7 quarters since. The position peaked at $912K in Q4 2020. 559 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

Strategic Wealth Partners held 123 shares of Service Corp International worth $10.1K as of Q1 2026.
Strategic Wealth Partners left its Service Corp International share count unchanged in Q1 2026.
Service Corp International made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #890 holding.
Strategic Wealth Partners first reported a position in Service Corp International in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Partners's Service Corp International position peaked at $912K in Q4 2020.
559 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.