True Wealth Design’s Service Corp International SCI Stock Holding History

True Wealth Design’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 Q2	$1.29K	Hold	17	–	–	﹤0.01%	1884
2026 Q1	$1.4K	Sell	17 -9	-35%	-$727	﹤0.01%	1681
2025 Q4	$2.03K	Sell	26 -15	-37%	-$1.2K	﹤0.01%	1446
2025 Q3	$3.41K	Buy	41 +21	+105%	+$1.68K	﹤0.01%	1250
2025 Q2	$1.63K	Buy	20 +1	+5%	+$78	﹤0.01%	1260
2025 Q1	$1.52K	Buy	19 +1	+6%	+$79	﹤0.01%	1108
2024 Q4	$1.44K	Buy	18 +1	+6%	+$82	﹤0.01%	822
2024 Q3	$1.34K	Hold	17	–	–	﹤0.01%	896
2024 Q2	$1.21K	Buy	17 +4	+31%	+$284	﹤0.01%	467
2024 Q1	$965	Buy	13 +6	+86%	+$423	﹤0.01%	476
2023 Q4	$480	Hold	7	–	–	﹤0.01%	481
2023 Q3	$400	Hold	7	–	–	﹤0.01%	476
2023 Q2	$453	Hold	7	–	–	﹤0.01%	465
2023 Q1	$482	Hold	7	–	–	﹤0.01%	532
2022 Q4	$484	Buy	+7	New	+$466	﹤0.01%	459

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

True Wealth Design's SCI Position: Q2 2026 in Review

True Wealth Design held its Service Corp International (SCI) position steady in Q2 2026 at 17 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

True Wealth Design first reported a position in SCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41K in Q3 2025. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

True Wealth Design held 17 shares of Service Corp International worth $1.29K as of Q2 2026.
True Wealth Design left its Service Corp International share count unchanged in Q2 2026.
Service Corp International made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1884 holding.
True Wealth Design first reported a position in Service Corp International in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Service Corp International position peaked at $3.41K in Q3 2025.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.