Creative Planning
SCL icon

Creative Planning’s Stepan Co SCL Stock Holding History

Creative Planning’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
Q1 		$3.03M Buy
60,622
+9,621
+19% +$515K ﹤0.01% 1565
2025
Q4 		$2.42M Buy
51,001
+30,609
+150% +$1.4M ﹤0.01% 1580
2025
Q3 		$973K Buy
20,392
+3,113
+18% +$162K ﹤0.01% 2140
2025
Q2 		$943K Buy
17,279
+8,224
+91% +$434K ﹤0.01% 1908
2025
Q1 		$498K Buy
9,055
+5,158
+132% +$315K ﹤0.01% 2299
2024
Q4 		$252K Sell
3,897
-1,963
-33% -$145K ﹤0.01% 2809
2024
Q3 		$453K Sell
5,860
-3,486
-37% -$276K ﹤0.01% 2193
2024
Q2 		$785K Buy
9,346
+1,138
+14% +$97.2K ﹤0.01% 1595
2024
Q1 		$739K Buy
8,208
+22
+0.3% +$1.97K ﹤0.01% 1564
2023
Q4 		$774K Buy
+8,186
New +$654K ﹤0.01% 1397
2017
Q3 		– Sell
-432
Closed -$38K – 3380
2017
Q2 		$38K Buy
432
+382
+764% +$32.1K ﹤0.01% 2737
2017
Q1 		$4K Buy
50
+18
+56% +$1.41K ﹤0.01% 4070
2016
Q4 		$3K Sell
32
-56
-64% -$4.32K ﹤0.01% 4166
2016
Q3 		$6K Buy
+88
New +$5.91K ﹤0.01% 3826
2014
Q3 		– Sell
-71
Closed -$4K – 4133
2014
Q2 		$4K Buy
71
+31
+78% +$1.74K ﹤0.01% 3324
2014
Q1 		$3K Hold
40
– – ﹤0.01% 3272
2013
Q4 		$3K Hold
40
– – ﹤0.01% 3020
2013
Q3 		$2K Hold
40
– – ﹤0.01% 3000
2013
Q2 		$2K Buy
+40
New +$2.26K ﹤0.01% 2846

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's SCL Position: Q1 2026 in Review

Creative Planning increased its Stepan Co (SCL) stake by 19% in Q1 2026, buying an estimated $515K and bringing the position to 60,622 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Creative Planning first reported a position in SCL in Q2 2013 and has held it in 19 quarters since. 224 funds tracked by Wall St. Rank hold SCL as of Q1 2026.

  • Creative Planning held 60,622 shares of Stepan Co worth $3.03M as of Q1 2026.
  • Creative Planning bought 9,621 Stepan Co shares in Q1 2026, an estimated $515K.
  • Stepan Co made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1565 holding.
  • Creative Planning first reported a position in Stepan Co in Q2 2013 and has held it in 19 quarters since.
  • 224 funds tracked by Wall St. Rank held Stepan Co as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.