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Valeo Financial Advisors’s Service Corp International SCI Stock Holding History

Valeo Financial Advisors’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
-2,434
Closed -$203K – 895
2025
Q3 		$203K Sell
2,434
-64
-3% -$5.11K ﹤0.01% 757
2025
Q2 		$203K Buy
+2,498
New +$195K 0.01% 708
2021
Q2 		– Sell
-33
Closed -$2K – 1578
2021
Q1 		$2K Buy
+33
New +$1.65K ﹤0.01% 1827
2018
Q3 		– Sell
-800
Closed -$33K – 1849
2018
Q2 		$33K Sell
800
-200
-20% -$7.41K ﹤0.01% 636
2018
Q1 		$38K Buy
+1,000
New +$38.4K 0.01% 551

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

Valeo Financial Advisors's SCI Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 2,434 shares — an estimated $203K sold.

Valeo Financial Advisors first reported a position in SCI in Q1 2018 and held it in 5 quarters. The position peaked at $203K in Q2 2025. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,434 Service Corp International shares in Q4 2025, an estimated $203K.
  • Valeo Financial Advisors first reported a position in Service Corp International in Q1 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's Service Corp International position peaked at $203K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.