Envestnet Asset Management
SCL icon

Envestnet Asset Management’s Stepan Co SCL Stock Holding History

Envestnet 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
2025
Q2 		– Sell
-6,773
Closed -$373K – 4539
2025
Q1 		$373K Buy
6,773
+2,560
+61% +$156K ﹤0.01% 3802
2024
Q4 		$273K Sell
4,213
-1,970
-32% -$146K ﹤0.01% 3940
2024
Q3 		$478K Sell
6,183
-7,394
-54% -$586K ﹤0.01% 3559
2024
Q2 		$1.14M Sell
13,577
-167
-1% -$14.3K ﹤0.01% 2948
2024
Q1 		$1.24M Buy
13,744
+979
+8% +$87.7K ﹤0.01% 2887
2023
Q4 		$1.21M Sell
12,765
-501
-4% -$40K ﹤0.01% 2808
2023
Q3 		$995K Buy
13,266
+3,774
+40% +$330K ﹤0.01% 2820
2023
Q2 		$907K Buy
9,492
+361
+4% +$34.3K ﹤0.01% 2822
2023
Q1 		$941K Buy
9,131
+682
+8% +$71.6K ﹤0.01% 2718
2022
Q4 		$900K Buy
8,449
+603
+8% +$63.2K ﹤0.01% 2727
2022
Q3 		$735K Buy
7,846
+6
+0.1% +$624 ﹤0.01% 2790
2022
Q2 		$795K Sell
7,840
-276
-3% -$28.5K ﹤0.01% 2768
2022
Q1 		$802K Sell
8,116
-549
-6% -$59.4K ﹤0.01% 2817
2021
Q4 		$1.08M Buy
8,665
+22
+0.3% +$2.65K ﹤0.01% 2586
2021
Q3 		$976K Sell
8,643
-3,419
-28% -$398K ﹤0.01% 2564
2021
Q2 		$1.45M Sell
12,062
-543
-4% -$71.1K ﹤0.01% 2283
2021
Q1 		$1.6M Buy
12,605
+556
+5% +$68.9K ﹤0.01% 2086
2020
Q4 		$1.44M Buy
12,049
+1,407
+13% +$166K ﹤0.01% 1975
2020
Q3 		$1.16M Buy
10,642
+4,266
+67% +$467K ﹤0.01% 1932
2020
Q2 		$619K Sell
6,376
-780
-11% -$73.3K ﹤0.01% 2278
2020
Q1 		$633K Buy
7,156
+473
+7% +$45.2K ﹤0.01% 2081
2019
Q4 		$685K Buy
6,683
+114
+2% +$11.1K ﹤0.01% 2250
2019
Q3 		$638K Buy
6,569
+136
+2% +$12.9K ﹤0.01% 2228
2019
Q2 		$591K Buy
6,433
+112
+2% +$9.99K ﹤0.01% 2288
2019
Q1 		$553K Buy
6,321
+1,353
+27% +$117K ﹤0.01% 2287
2018
Q4 		$368K Buy
+4,968
New +$404K ﹤0.01% 2321
2018
Q3 		– Sell
-219
Closed -$17K – 2361
2018
Q2 		$17K Buy
219
+31
+16% +$2.37K ﹤0.01% 2458
2018
Q1 		$15K Sell
188
-1,558
-89% -$123K ﹤0.01% 2432
2017
Q4 		$138K Sell
1,746
-151
-8% -$12.4K ﹤0.01% 1993
2017
Q3 		$159K Buy
1,897
+626
+49% +$51.5K ﹤0.01% 1921
2017
Q2 		$112K Sell
1,271
-248
-16% -$20.9K ﹤0.01% 2095
2017
Q1 		$119K Sell
1,519
-125
-8% -$9.76K ﹤0.01% 2123
2016
Q4 		$134K Sell
1,644
-791
-32% -$61K ﹤0.01% 2062
2016
Q3 		$177K Sell
2,435
-19
-0.8% -$1.28K ﹤0.01% 2070
2016
Q2 		$146K Buy
2,454
+310
+14% +$18.2K ﹤0.01% 2259
2016
Q1 		$119K Sell
2,144
-202
-9% -$9.71K ﹤0.01% 2325
2015
Q4 		$117K Buy
2,346
+145
+7% +$7.26K ﹤0.01% 2305
2015
Q3 		$92K Sell
2,201
-10,112
-82% -$471K ﹤0.01% 2384
2015
Q2 		$666K Buy
12,313
+763
+7% +$37.6K ﹤0.01% 1591
2015
Q1 		$481K Buy
11,550
+11,298
+4,483% +$450K ﹤0.01% 1572
2014
Q4 		$10K Sell
252
-369
-59% -$15.7K ﹤0.01% 1967
2014
Q3 		$28K Sell
621
-59
-9% -$2.89K ﹤0.01% 1751
2014
Q2 		$36K Buy
680
+44
+7% +$2.47K ﹤0.01% 1568
2014
Q1 		$41K Buy
636
+47
+8% +$2.95K ﹤0.01% 1427
2013
Q4 		$39K Buy
589
+137
+30% +$8.36K ﹤0.01% 1300
2013
Q3 		$26K Sell
452
-869
-66% -$50.3K ﹤0.01% 1397
2013
Q2 		$73K Buy
+1,321
New +$74.6K ﹤0.01% 1080

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

Envestnet Asset Management's SCL Position: Q2 2025 in Review

Envestnet Asset Management sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 6,773 shares — an estimated $373K sold.

Envestnet Asset Management first reported a position in SCL in Q2 2013 and held it in 47 quarters. The position peaked at $1.6M in Q1 2021. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Envestnet Asset Management reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 6,773 Stepan Co shares in Q2 2025, an estimated $373K.
  • Envestnet Asset Management first reported a position in Stepan Co in Q2 2013 and held it in 47 quarters.
  • Envestnet Asset Management's Stepan Co position peaked at $1.6M in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.