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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
Q3 		$6.47K Buy
85
+68
+400% +$5.51K ﹤0.01% 1244
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

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SCI Position: Q3 2026 in Review

True Wealth Design increased its Service Corp International (SCI) stake by 400% in Q3 2026, buying an estimated $5.51K and bringing the position to 85 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

True Wealth Design first reported a position in SCI in Q4 2022 and has held it in 16 quarters since. 28 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • True Wealth Design held 85 shares of Service Corp International worth $6.47K as of Q3 2026.
  • True Wealth Design bought 68 Service Corp International shares in Q3 2026, an estimated $5.51K.
  • Service Corp International made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1244 holding.
  • True Wealth Design first reported a position in Service Corp International in Q4 2022 and has held it in 16 quarters since.
  • 28 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.