Beacon Capital Management LLC (Tennessee)’s Stepan Co SCL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-408	Closed	-$22.2K	–	837
2025 Q2	$22.2K	Buy	408 +3	+0.7%	+$158	﹤0.01%	488
2025 Q1	$22.3K	Buy	405 +3	+0.7%	+$183	﹤0.01%	458
2024 Q4	$26K	Buy	402 +2	+0.5%	+$148	﹤0.01%	423
2024 Q3	$30.9K	Hold	400	–	–	﹤0.01%	411
2024 Q2	$33.6K	Hold	400	–	–	0.01%	356
2024 Q1	$36K	Hold	400	–	–	0.01%	350
2023 Q4	$30K	Hold	400	–	–	0.01%	314
2023 Q3	$38.2K	Hold	400	–	–	0.01%	289
2023 Q2	$38.2K	Hold	400	–	–	0.01%	289
2023 Q1	$41.2K	Hold	400	–	–	0.01%	250
2022 Q4	$42.6K	Hold	400	–	–	0.01%	248
2022 Q3	$41K	Hold	400	–	–	0.01%	236
2022 Q2	$40K	Hold	400	–	–	0.01%	277
2022 Q1	$40K	Buy	+400	New	+$43.3K	0.01%	277

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 408 shares — an estimated $22.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCL in Q1 2022 and held it in 14 quarters. The position peaked at $42.6K in Q4 2022. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 408 Stepan Co shares in Q3 2025, an estimated $22.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Stepan Co in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Stepan Co position peaked at $42.6K in Q4 2022.
204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.