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CX Institutional’s Stepan Co SCL Stock Holding History

CX Institutional’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 		$3K Sell
54
-17
-24% -$884 ﹤0.01% 1431
2026
Q1 		$4K Sell
71
-76
-52% -$4.07K ﹤0.01% 1383
2025
Q4 		$7K Sell
147
-151
-51% -$6.92K ﹤0.01% 1239
2025
Q3 		$14K Buy
+298
New +$15.5K ﹤0.01% 1155
2023
Q1 		– Sell
-12,363
Closed -$1.32M – 574
2022
Q4 		$1.32M Buy
+12,363
New +$1.3M 0.08% 245

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

CX Institutional's SCL Position: Q2 2026 in Review

CX Institutional reduced its Stepan Co (SCL) stake by 24% in Q2 2026, selling an estimated $884 and leaving 54 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

CX Institutional first reported a position in SCL in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2022. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • CX Institutional held 54 shares of Stepan Co worth $3K as of Q2 2026.
  • CX Institutional sold 17 Stepan Co shares in Q2 2026, an estimated $884.
  • Stepan Co made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1431 holding.
  • CX Institutional first reported a position in Stepan Co in Q4 2022 and has held it in 5 quarters since.
  • CX Institutional's Stepan Co position peaked at $1.32M in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.