Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Service Corp International SCI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.61M Buy
21,027
+7,630
+57% +$619K ﹤0.01% 1832
2026
Q2 		$1.04M Sell
13,397
-286
-2% -$22.4K ﹤0.01% 2047
2026
Q1 		$1.16M Sell
13,683
-6,177
-31% -$499K ﹤0.01% 1704
2025
Q4 		$1.58M Sell
19,860
-780
-4% -$62.4K ﹤0.01% 1666
2025
Q3 		$1.71M Sell
20,640
-36
-0.2% -$2.87K ﹤0.01% 1534
2025
Q2 		$1.69M Buy
20,676
+8,327
+67% +$650K ﹤0.01% 1445
2025
Q1 		$990K Buy
12,349
+1,966
+19% +$155K ﹤0.01% 1599
2024
Q4 		$829K Buy
10,383
+1,559
+18% +$128K ﹤0.01% 1647
2024
Q3 		$696K Buy
8,824
+419
+5% +$31.9K ﹤0.01% 1604
2024
Q2 		$598K Buy
8,405
+2,004
+31% +$142K ﹤0.01% 1538
2024
Q1 		$475K Buy
6,401
+384
+6% +$27.1K ﹤0.01% 1616
2023
Q4 		$412K Buy
6,017
+310
+5% +$18.7K ﹤0.01% 1629
2023
Q3 		$326K Buy
+5,707
New +$360K ﹤0.01% 1692
2020
Q4 		– Sell
-34,240
Closed -$1.55M – 243
2020
Q3 		$1.55M Buy
+34,240
New +$1.46M 0.04% 156
2020
Q2 		– Sell
-35,454
Closed -$1.33M – 254
2020
Q1 		$1.33M Sell
35,454
-15,006
-30% -$698K 0.05% 139
2019
Q4 		$2.32M Buy
50,460
+26,794
+113% +$1.21M 0.08% 100
2019
Q3 		$1.1M Buy
+23,666
New +$1.11M 0.04% 149
2019
Q2 		– Sell
-38,376
Closed -$1.59M – 237
2019
Q1 		$1.59M Buy
38,376
+16,507
+75% +$689K 0.09% 95
2018
Q4 		$947K Buy
+21,869
New +$950K 0.06% 128
2018
Q3 		– Sell
-25,811
Closed -$954K – 193
2018
Q2 		$954K Buy
+25,811
New +$956K 0.06% 129

Other funds holding SCI

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Perpetual Ltd
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
Gateway Investment Advisers
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
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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Service Corp International (SCI) stake by 57% in Q3 2026, buying an estimated $619K and bringing the position to 21,027 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Wealth Enhancement Advisory Services first reported a position in SCI in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.32M in Q4 2019. 34 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,027 shares of Service Corp International worth $1.61M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,630 Service Corp International shares in Q3 2026, an estimated $619K.
  • Service Corp International made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1832 holding.
  • Wealth Enhancement Advisory Services first reported a position in Service Corp International in Q2 2018 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Service Corp International position peaked at $2.32M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.