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Gilpin Wealth Management’s Stepan Co SCL Stock Holding History

Gilpin Wealth 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
Q3 		$562 Hold
9
– – ﹤0.01% 804
2026
Q2 		$502 Buy
9
+3
+50% +$156 ﹤0.01% 676
2026
Q1 		$300 Hold
6
– – ﹤0.01% 765
2025
Q4 		$285 Buy
+6
New +$275 ﹤0.01% 562

Other funds holding SCL

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's SCL Position: Q3 2026 in Review

Gilpin Wealth Management held its Stepan Co (SCL) position steady in Q3 2026 at 9 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Gilpin Wealth Management first reported a position in SCL in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Stepan Co worth $562 as of Q3 2026.
  • Gilpin Wealth Management left its Stepan Co share count unchanged in Q3 2026.
  • Stepan Co made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #804 holding.
  • Gilpin Wealth Management first reported a position in Stepan Co in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.