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Cornerstone Planning Group’s Stepan Co SCL Stock Holding History

Cornerstone Planning Group’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 		$648 Hold
11
– – ﹤0.01% 1620
2026
Q1 		$576 Hold
11
– – ﹤0.01% 1605
2025
Q4 		$617 Buy
+11
New +$504 ﹤0.01% 1472

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

Cornerstone Planning Group's SCL Position: Q2 2026 in Review

Cornerstone Planning Group held its Stepan Co (SCL) position steady in Q2 2026 at 11 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Cornerstone Planning Group first reported a position in SCL in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Cornerstone Planning Group held 11 shares of Stepan Co worth $648 as of Q2 2026.
  • Cornerstone Planning Group left its Stepan Co share count unchanged in Q2 2026.
  • Stepan Co made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1620 holding.
  • Cornerstone Planning Group first reported a position in Stepan Co in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.