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Forum Financial Management’s Stepan Co SCL Stock Holding History

Forum Financial 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
2026
Q2 		$328K Hold
5,895
– – ﹤0.01% 266
2026
Q1 		$295K Sell
5,895
-360
-6% -$19.3K ﹤0.01% 261
2025
Q4 		$296K Hold
6,255
– – ﹤0.01% 754
2025
Q3 		$298K Hold
6,255
– – ﹤0.01% 743
2025
Q2 		$341K Sell
6,255
-200
-3% -$10.6K 0.01% 594
2025
Q1 		$355K Sell
6,455
-151
-2% -$9.22K 0.01% 504
2024
Q4 		$427K Buy
6,606
+257
+4% +$19K 0.01% 441
2024
Q3 		$490K Hold
6,349
– – 0.01% 336
2024
Q2 		$533K Buy
6,349
+1
+0% +$85 0.01% 288
2024
Q1 		$572K Buy
6,348
+150
+2% +$13.4K 0.01% 288
2023
Q4 		$586K Sell
6,198
-375
-6% -$30K 0.01% 251
2023
Q3 		$493K Hold
6,573
– – 0.01% 287
2023
Q2 		$628K Hold
6,573
– – 0.01% 246
2023
Q1 		$677K Hold
6,573
– – 0.02% 201
2022
Q4 		$700K Hold
6,573
– – 0.02% 191
2022
Q3 		$616K Buy
6,573
+375
+6% +$39K 0.03% 186
2022
Q2 		$628K Sell
6,198
-293
-5% -$30.3K 0.03% 194
2022
Q1 		$641K Buy
6,491
+100
+2% +$10.8K 0.03% 201
2021
Q4 		$794K Buy
+6,391
New +$771K 0.04% 158

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

Forum Financial Management's SCL Position: Q2 2026 in Review

Forum Financial Management held its Stepan Co (SCL) position steady in Q2 2026 at 5,895 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Forum Financial Management first reported a position in SCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $794K in Q4 2021. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Forum Financial Management held 5,895 shares of Stepan Co worth $328K as of Q2 2026.
  • Forum Financial Management left its Stepan Co share count unchanged in Q2 2026.
  • Stepan Co made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #266 holding.
  • Forum Financial Management first reported a position in Stepan Co in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Stepan Co position peaked at $794K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.