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IEQ Capital’s Stepan Co SCL Stock Holding History

IEQ Capital’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 		$1.33M Buy
26,583
+9,699
+57% +$519K 0.01% 923
2025
Q4 		$800K Buy
16,884
+5,599
+50% +$256K ﹤0.01% 1129
2025
Q3 		$538K Sell
11,285
-3,812
-25% -$198K ﹤0.01% 1259
2025
Q2 		$824K Buy
15,097
+7,323
+94% +$387K 0.01% 928
2025
Q1 		$428K Buy
+7,774
New +$474K ﹤0.01% 1038

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IEQ Capital's SCL Position: Q1 2026 in Review

IEQ Capital increased its Stepan Co (SCL) stake by 57% in Q1 2026, buying an estimated $519K and bringing the position to 26,583 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #923.

IEQ Capital first reported a position in SCL in Q1 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold SCL as of Q1 2026.

  • IEQ Capital held 26,583 shares of Stepan Co worth $1.33M as of Q1 2026.
  • IEQ Capital bought 9,699 Stepan Co shares in Q1 2026, an estimated $519K.
  • Stepan Co made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #923 holding.
  • IEQ Capital first reported a position in Stepan Co in Q1 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Stepan Co as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.