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Avion Wealth’s Stepan Co SCL Stock Holding History

Avion Wealth’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
22
– – ﹤0.01% 1331
2026
Q1 		$1K Hold
22
– – ﹤0.01% 1131
2025
Q4 		$1K Buy
+22
New +$1.01K ﹤0.01% 1126
2023
Q4 		– Sell
-5
Closed – – 1315
2023
Q3 		$0 Hold
5
– – ﹤0.01% 1156
2023
Q2 		$0 Hold
5
– – ﹤0.01% 996
2023
Q1 		$0 Hold
5
– – ﹤0.01% 746
2022
Q4 		$0 Hold
5
– – ﹤0.01% 526
2022
Q3 		$0 Hold
5
– – ﹤0.01% 568
2022
Q2 		$1K Buy
+5
New +$517 ﹤0.01% 485

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avion Wealth's SCL Position: Q2 2026 in Review

Avion Wealth held its Stepan Co (SCL) position steady in Q2 2026 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Avion Wealth first reported a position in SCL in Q2 2022 and has held it in 9 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Avion Wealth held 22 shares of Stepan Co worth $1K as of Q2 2026.
  • Avion Wealth left its Stepan Co share count unchanged in Q2 2026.
  • Stepan Co made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1331 holding.
  • Avion Wealth first reported a position in Stepan Co in Q2 2022 and has held it in 9 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.