Cresset Asset Management’s Stepan Co SCL Stock Holding History

Cresset Asset Management’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	$12.4M	Sell	223,081 -22	-0%	-$1.14K	0.05%	240
2026 Q1	$11.2M	Buy	223,103 +47	+0%	+$2.52K	0.05%	232
2025 Q4	$10.6M	Hold	223,056	–	–	0.04%	242
2025 Q3	$10.6M	Buy	223,056 +23,124	+12%	+$1.2M	0.05%	233
2025 Q2	$10.9M	Buy	199,932 +232	+0.1%	+$12.3K	0.05%	204
2025 Q1	$11M	Buy	199,700 +27	+0%	+$1.65K	0.05%	209
2024 Q4	$12.9M	Buy	199,673 +24,566	+14%	+$1.82M	0.06%	194
2024 Q3	$13.5M	Buy	175,107 +74,498	+74%	+$5.91M	0.05%	239
2024 Q2	$8.45M	Buy	+100,609	New	+$8.59M	0.04%	322

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cresset Asset Management's SCL Position: Q2 2026 in Review

Cresset Asset Management reduced its Stepan Co (SCL) stake by 0.01% in Q2 2026, selling an estimated $1.14K and leaving 223,081 shares worth $12.4M. The position accounts for 0.05% of the portfolio, ranked #240.

Cresset Asset Management first reported a position in SCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.5M in Q3 2024. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

Cresset Asset Management held 223,081 shares of Stepan Co worth $12.4M as of Q2 2026.
Cresset Asset Management sold 22 Stepan Co shares in Q2 2026, an estimated $1.14K.
Stepan Co made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #240 holding.
Cresset Asset Management first reported a position in Stepan Co in Q2 2024 and has held it in 9 quarters since.
Cresset Asset Management's Stepan Co position peaked at $13.5M in Q3 2024.
230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.