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 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 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