Inspire Investing’s Stepan Co SCL Stock Holding History

Inspire Investing’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	$516K	Buy	10,325 +402	+4%	+$21.5K	0.03%	614
2025 Q4	$470K	Buy	9,923 +405	+4%	+$18.5K	0.04%	414
2025 Q3	$454K	Buy	9,518 +2,403	+34%	+$125K	0.04%	562
2025 Q2	$388K	Buy	7,115 +869	+14%	+$45.9K	0.04%	622
2025 Q1	$344K	Buy	6,246 +38	+0.6%	+$2.32K	0.04%	545
2024 Q4	$402K	Buy	6,208 +857	+16%	+$63.5K	0.04%	479
2024 Q3	$413K	Buy	5,351 +1,141	+27%	+$90.4K	0.04%	488
2024 Q2	$353K	Buy	4,210 +223	+6%	+$19K	0.04%	463
2024 Q1	$359K	Sell	3,987 -71	-2%	-$6.36K	0.04%	544
2023 Q4	$384K	Sell	4,058 -36	-0.9%	-$2.88K	0.04%	571
2023 Q3	$307K	Buy	+4,094	New	+$358K	0.04%	559
2020 Q3	–	Sell	-2,728	Closed	-$265K	–	550
2020 Q2	$265K	Sell	2,728 -116	-4%	-$10.9K	0.09%	251
2020 Q1	$252K	Buy	+2,844	New	+$271K	0.1%	271
2018 Q1	–	Sell	-713	Closed	-$56K	–	609
2017 Q4	$56K	Buy	+713	New	+$58.5K	0.05%	571

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