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DiNuzzo Private Wealth’s Stepan Co SCL Stock Holding History

DiNuzzo Private Wealth’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
Q2 		– Sell
-1
Closed -$56 – 1401
2025
Q1 		$56 Sell
1
-2
-67% -$122 ﹤0.01% 1327
2024
Q4 		$195 Sell
3
-2
-40% -$148 ﹤0.01% 1272
2024
Q3 		$387 Hold
5
– – ﹤0.01% 1180
2024
Q2 		$420 Buy
5
+1
+25% +$85 ﹤0.01% 1098
2024
Q1 		$361 Hold
4
– – ﹤0.01% 1077
2023
Q4 		$379 Buy
+4
New +$319 ﹤0.01% 1067

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

DiNuzzo Private Wealth's SCL Position: Q2 2025 in Review

DiNuzzo Private Wealth sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 1 share — an estimated $56 sold.

DiNuzzo Private Wealth first reported a position in SCL in Q4 2023 and held it in 6 quarters. The position peaked at $420 in Q2 2024. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • DiNuzzo Private Wealth reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Stepan Co share in Q2 2025, an estimated $56.
  • DiNuzzo Private Wealth first reported a position in Stepan Co in Q4 2023 and held it in 6 quarters.
  • DiNuzzo Private Wealth's Stepan Co position peaked at $420 in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.