WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SCI — Service Corp International
CIK 1632972
PLYMOUTH, MN
Position in SCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,017,636
-$111,348 QoQ
Shares Held
13,397
-2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 545 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $14,350,870 across 6 Personal Services names. SCI ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
140,169 | $5,850,654 | |
| 2 | HRB |
H&R Block Inc
|
113,628 | $4,326,954 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
37,642 | $2,668,064 | |
| 4 | SCI |
Service Corp International
This page
|
13,397 | $1,017,636 | |
| 5 | FTDR |
Frontdoor, Inc.
|
4,823 | $374,216 | |
| 6 | MED |
Medifast Inc
|
10,683 | $113,346 |
All Filings in SCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,636 | 13,397 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,128,984 | 13,683 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,548,484 | 19,860 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,717,660 | 20,640 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,683,026 | 20,676 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $990,389 | 12,349 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $828,771 | 10,383 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $696,478 | 8,824 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $597,847 | 8,405 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $475,018 | 6,401 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $411,863 | 6,017 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $326,097 | 5,707 | Shares | Sole | 2023-11-13 | |
| 2020-09-30 | $1,444,243 | 34,240 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $1,386,605 | 35,454 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||