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Covestor’s Stepan Co SCL Stock Holding History

Covestor’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 		$1K Buy
23
+9
+64% +$468 ﹤0.01% 2315
2026
Q1 		$1K Hold
14
– – ﹤0.01% 2137
2025
Q4 		$1K Buy
14
+11
+367% +$504 ﹤0.01% 2159
2025
Q3 		$0 Sell
3
-1
-25% -$52 ﹤0.01% 2710
2025
Q2 		$0 Sell
4
-7
-64% -$370 ﹤0.01% 2687
2025
Q1 		$1K Buy
11
+5
+83% +$305 ﹤0.01% 2088
2024
Q4 		$0 Buy
6
+3
+100% +$222 ﹤0.01% 2676
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2693
2024
Q2 		$0 Buy
3
+2
+200% +$171 ﹤0.01% 2689
2024
Q1 		$0 Sell
1
-1
-50% -$90 ﹤0.01% 2675
2023
Q4 		$0 Hold
2
– – ﹤0.01% 2647
2023
Q3 		$0 Sell
2
-5
-71% -$437 ﹤0.01% 2638
2023
Q2 		$1K Buy
7
+1
+17% +$95 ﹤0.01% 2011
2023
Q1 		$1K Sell
6
-3
-33% -$315 ﹤0.01% 1892
2022
Q4 		$1K Hold
9
– – ﹤0.01% 1924
2022
Q3 		$1K Sell
9
-22
-71% -$2.29K ﹤0.01% 1845
2022
Q2 		$3K Buy
31
+20
+182% +$2.07K ﹤0.01% 1545
2022
Q1 		$1K Sell
11
-25
-69% -$2.7K ﹤0.01% 1936
2021
Q4 		$5K Buy
+36
New +$4.34K 0.01% 1338

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

Covestor's SCL Position: Q2 2026 in Review

Covestor increased its Stepan Co (SCL) stake by 64% in Q2 2026, buying an estimated $468 and bringing the position to 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Covestor first reported a position in SCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q4 2021. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Covestor held 23 shares of Stepan Co worth $1K as of Q2 2026.
  • Covestor bought 9 Stepan Co shares in Q2 2026, an estimated $468.
  • Stepan Co made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2315 holding.
  • Covestor first reported a position in Stepan Co in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Stepan Co position peaked at $5K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.