Cerity Partners
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Cerity Partners’s Stepan Co SCL Stock Holding History

Cerity Partners’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 		$366K Buy
6,570
+1,585
+32% +$82.4K ﹤0.01% 2647
2026
Q1 		$249K Sell
4,985
-1,087
-18% -$58.2K ﹤0.01% 2741
2025
Q4 		$288K Buy
+6,072
New +$278K ﹤0.01% 2433
2025
Q3 		– Sell
-4,419
Closed -$241K – 2853
2025
Q2 		$241K Buy
+4,419
New +$233K ﹤0.01% 2261

Other funds holding SCL

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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 $3.38T AUM 44.17% 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

Cerity Partners's SCL Position: Q2 2026 in Review

Cerity Partners increased its Stepan Co (SCL) stake by 32% in Q2 2026, buying an estimated $82.4K and bringing the position to 6,570 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Cerity Partners first reported a position in SCL in Q2 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Cerity Partners held 6,570 shares of Stepan Co worth $366K as of Q2 2026.
  • Cerity Partners bought 1,585 Stepan Co shares in Q2 2026, an estimated $82.4K.
  • Stepan Co made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2647 holding.
  • Cerity Partners first reported a position in Stepan Co in Q2 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.