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Coldstream Capital Management’s Stepan Co SCL Stock Holding History

Coldstream Capital Management’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
-677
Closed -$37.3K – 2938
2025
Q1 		$37.3K Buy
+677
New +$41.3K ﹤0.01% 1846

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

Coldstream Capital Management's SCL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 677 shares — an estimated $37.3K sold.

Coldstream Capital Management first reported a position in SCL in Q1 2025 and held it in 1 quarter. The position peaked at $37.3K in Q1 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 677 Stepan Co shares in Q2 2025, an estimated $37.3K.
  • Coldstream Capital Management first reported a position in Stepan Co in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Stepan Co position peaked at $37.3K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.