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Creative Financial Designs’s Stepan Co SCL Stock Holding History

Creative Financial Designs’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
-115
Closed -$5.5K – 2140
2025
Q3 		$5.5K Buy
115
+8
+7% +$415 ﹤0.01% 1513
2025
Q2 		$5.87K Buy
107
+36
+51% +$1.9K ﹤0.01% 1486
2025
Q1 		$3.9K Sell
71
-62
-47% -$3.78K ﹤0.01% 1537
2024
Q4 		$8.61K Sell
133
-200
-60% -$14.8K ﹤0.01% 1291
2024
Q3 		$25.7K Buy
333
+1
+0.3% +$79 ﹤0.01% 968
2024
Q2 		$27.8K Buy
332
+2
+0.6% +$171 ﹤0.01% 919
2024
Q1 		$29.7K Sell
330
-2,017
-86% -$181K ﹤0.01% 865
2023
Q4 		$222K Sell
2,347
-251
-10% -$20K 0.02% 369
2023
Q3 		$195K Buy
2,598
+106
+4% +$9.27K 0.02% 337
2023
Q2 		$238K Buy
2,492
+32
+1% +$3.04K 0.03% 314
2023
Q1 		$253K Buy
2,460
+184
+8% +$19.3K 0.03% 290
2022
Q4 		$242K Buy
2,276
+336
+17% +$35.2K 0.04% 283
2022
Q3 		$182K Buy
1,940
+143
+8% +$14.9K 0.03% 309
2022
Q2 		$182K Buy
1,797
+270
+18% +$27.9K 0.03% 310
2022
Q1 		$151K Buy
1,527
+182
+14% +$19.7K 0.02% 362
2021
Q4 		$167K Buy
1,345
+157
+13% +$18.9K 0.03% 340
2021
Q3 		$134K Buy
1,188
+177
+18% +$20.6K 0.02% 391
2021
Q2 		$122K Buy
1,011
+37
+4% +$4.84K 0.02% 405
2021
Q1 		$124K Buy
974
+32
+3% +$3.96K 0.02% 372
2020
Q4 		$112K Hold
942
– – 0.02% 356
2020
Q3 		$103K Hold
942
– – 0.03% 336
2020
Q2 		$91K Buy
942
+887
+1,613% +$83.4K 0.03% 305
2020
Q1 		$5K Buy
+55
New +$5.25K ﹤0.01% 410

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $104B AUM 28.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Financial Designs's SCL Position: Q4 2025 in Review

Creative Financial Designs sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 115 shares — an estimated $5.5K sold.

Creative Financial Designs first reported a position in SCL in Q1 2020 and held it in 23 quarters. The position peaked at $253K in Q1 2023. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

  • Creative Financial Designs reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 115 Stepan Co shares in Q4 2025, an estimated $5.5K.
  • Creative Financial Designs first reported a position in Stepan Co in Q1 2020 and held it in 23 quarters.
  • Creative Financial Designs's Stepan Co position peaked at $253K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.