EverSource Wealth Advisors’s Stepan Co SCL Stock Holding History

EverSource Wealth Advisors’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	$23.5K	Buy	470 +107	+29%	+$5.73K	﹤0.01%	2404
2025 Q4	$17.2K	Sell	363 -132	-27%	-$6.05K	﹤0.01%	2483
2025 Q3	$23.6K	Sell	495 -26	-5%	-$1.35K	﹤0.01%	2249
2025 Q2	$28.4K	Buy	521 +351	+206%	+$18.5K	﹤0.01%	2017
2025 Q1	$9.36K	Buy	170 +155	+1,033%	+$9.46K	﹤0.01%	2150
2024 Q4	$971	Sell	15 -12	-44%	-$889	﹤0.01%	2975
2024 Q3	$2.09K	Sell	27 -46	-63%	-$3.65K	﹤0.01%	2535
2024 Q2	$6.18K	Buy	73 +24	+49%	+$2.05K	﹤0.01%	2130
2024 Q1	$4.07K	Buy	49 +44	+880%	+$3.94K	﹤0.01%	2138
2023 Q4	$473	Buy	+5	New	+$399	﹤0.01%	2535
2023 Q3	–	Sell	-99	Closed	-$9.46K	–	2651
2023 Q2	$9.46K	Hold	99	–	–	﹤0.01%	1469
2023 Q1	$10.2K	Sell	99 -32	-24%	-$3.36K	﹤0.01%	1344
2022 Q4	$13.9K	Hold	131	–	–	﹤0.01%	1198
2022 Q3	$12K	Sell	131 -62	-32%	-$6.45K	﹤0.01%	1079
2022 Q2	$20K	Buy	193 +62	+47%	+$6.41K	0.01%	831
2022 Q1	$13K	Buy	131 +34	+35%	+$3.68K	﹤0.01%	885
2021 Q4	$12K	Buy	+97	New	+$11.7K	﹤0.01%	903

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return