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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
Q2 		$28.9K Buy
518
+48
+10% +$2.5K ﹤0.01% 2173
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 – 2639
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
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

EverSource Wealth Advisors's SCL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Stepan Co (SCL) stake by 10% in Q2 2026, buying an estimated $2.5K and bringing the position to 518 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

EverSource Wealth Advisors first reported a position in SCL in Q4 2021 and has held it in 18 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • EverSource Wealth Advisors held 518 shares of Stepan Co worth $28.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 48 Stepan Co shares in Q2 2026, an estimated $2.5K.
  • Stepan Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2173 holding.
  • EverSource Wealth Advisors first reported a position in Stepan Co in Q4 2021 and has held it in 18 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.