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Waverly Advisors’s Service Corp International SCI Stock Holding History

Waverly 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
2026
Q2 		– Sell
-6,681
Closed -$551K – 1825
2026
Q1 		$551K Buy
6,681
+3,121
+88% +$252K ﹤0.01% 1040
2025
Q4 		$278K Buy
3,560
+254
+8% +$20.3K ﹤0.01% 1246
2025
Q3 		$275K Sell
3,306
-10
-0.3% -$798 ﹤0.01% 1075
2025
Q2 		$270K Buy
3,316
+768
+30% +$60K ﹤0.01% 1010
2025
Q1 		$204K Buy
+2,548
New +$200K ﹤0.01% 1046

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Waverly Advisors's SCI Position: Q2 2026 in Review

Waverly Advisors sold out of Service Corp International (SCI) in Q2 2026, closing a stake of 6,681 shares — an estimated $551K sold.

Waverly Advisors first reported a position in SCI in Q1 2025 and held it in 5 quarters. The position peaked at $551K in Q1 2026. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Waverly Advisors reported no remaining Service Corp International position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 6,681 Service Corp International shares in Q2 2026, an estimated $551K.
  • Waverly Advisors first reported a position in Service Corp International in Q1 2025 and held it in 5 quarters.
  • Waverly Advisors's Service Corp International position peaked at $551K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.