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Bell Investment Advisors’s Stepan Co SCL Stock Holding History

Bell Investment Advisors’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
Q2 		– Sell
-7
Closed -$386 – 1960
2025
Q1 		$386 Sell
7
-7
-50% -$427 ﹤0.01% 1826
2024
Q4 		$906 Hold
14
– – ﹤0.01% 1615
2024
Q3 		$1.08K Sell
14
-7
-33% -$555 ﹤0.01% 1566
2024
Q2 		$1.76K Hold
21
– – ﹤0.01% 1412
2024
Q1 		$1.89K Hold
21
– – ﹤0.01% 1384
2023
Q4 		$1.99K Buy
+21
New +$1.68K ﹤0.01% 1330
2022
Q3 		– Sell
-5
Closed -$1K – 1928
2022
Q2 		$1K Buy
+5
New +$517 ﹤0.01% 1584
2021
Q4 		– Sell
-8
Closed -$1K – 1923
2021
Q3 		$1K Buy
+8
New +$931 ﹤0.01% 1548

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's SCL Position: Q2 2025 in Review

Bell Investment Advisors sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 7 shares — an estimated $386 sold.

Bell Investment Advisors first reported a position in SCL in Q3 2021 and held it in 8 quarters. The position peaked at $1.99K in Q4 2023. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Bell Investment Advisors reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 7 Stepan Co shares in Q2 2025, an estimated $386.
  • Bell Investment Advisors first reported a position in Stepan Co in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Stepan Co position peaked at $1.99K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.