Corient Private Wealth
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Corient Private Wealth’s Stepan Co SCL Stock Holding History

Corient Private Wealth’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 		$257K Buy
+4,608
New +$240K ﹤0.01% 2651
2024
Q4 		– Sell
-5,839
Closed -$451K – 2513
2024
Q3 		$451K Sell
5,839
-73
-1% -$5.79K ﹤0.01% 1798
2024
Q2 		$496K Sell
5,912
-588
-9% -$50.2K ﹤0.01% 1645
2024
Q1 		$585K Buy
6,500
+62
+1% +$5.56K ﹤0.01% 1556
2023
Q4 		$609K Buy
6,438
+2,244
+54% +$179K ﹤0.01% 1511
2023
Q3 		$314K Sell
4,194
-1,037
-20% -$90.7K ﹤0.01% 1735
2023
Q2 		$500K Buy
5,231
+534
+11% +$50.7K ﹤0.01% 1451
2023
Q1 		$484K Buy
4,697
+1,080
+30% +$113K ﹤0.01% 1396
2022
Q4 		$385K Buy
+3,617
New +$379K ﹤0.01% 1238

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Corient Private Wealth's SCL Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Stepan Co (SCL) in Q2 2026: 4,608 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SCL as recently as Q3 2024.

Corient Private Wealth first reported a position in SCL in Q4 2022 and has held it in 9 quarters since. The position peaked at $609K in Q4 2023. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Corient Private Wealth held 4,608 shares of Stepan Co worth $257K as of Q2 2026.
  • Stepan Co was a new Corient Private Wealth position in Q2 2026.
  • Stepan Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2651 holding.
  • Corient Private Wealth first reported a position in Stepan Co in Q4 2022 and has held it in 9 quarters since.
  • Corient Private Wealth's Stepan Co position peaked at $609K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.