Clearstead Trust’s Stepan Co SCL Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-6	Closed	-$287	–	1446
2025 Q3	$287	Hold	6	–	–	﹤0.01%	1466
2025 Q2	$328	Buy	+6	New	+$317	﹤0.01%	1408

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's SCL Position: Q4 2025 in Review

Clearstead Trust sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 6 shares — an estimated $287 sold.

Clearstead Trust first reported a position in SCL in Q2 2025 and held it in 2 quarters. The position peaked at $328 in Q2 2025. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

Clearstead Trust reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 6 Stepan Co shares in Q4 2025, an estimated $287.
Clearstead Trust first reported a position in Stepan Co in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Stepan Co position peaked at $328 in Q2 2025.
209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.