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Moneta Group Investment Advisors’s Stepan Co SCL Stock Holding History

Moneta Group Investment Advisors’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
2025
Q4 		– Sell
-12,647
Closed -$603K – 845
2025
Q3 		$603K Buy
12,647
+163
+1% +$8.46K ﹤0.01% 444
2025
Q2 		$681K Buy
12,484
+2,248
+22% +$119K 0.01% 375
2025
Q1 		$563K Buy
10,236
+3
+0% +$183 0.01% 392
2024
Q4 		$662K Sell
10,233
-500
-5% -$37K 0.01% 343
2024
Q3 		$829K Buy
10,733
+1,606
+18% +$127K 0.01% 306
2024
Q2 		$766K Buy
9,127
+1,042
+13% +$89K 0.01% 308
2024
Q1 		$728K Buy
+8,085
New +$725K 0.01% 310

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

Moneta Group Investment Advisors's SCL Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 12,647 shares — an estimated $603K sold.

Moneta Group Investment Advisors first reported a position in SCL in Q1 2024 and held it in 7 quarters. The position peaked at $829K in Q3 2024. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,647 Stepan Co shares in Q4 2025, an estimated $603K.
  • Moneta Group Investment Advisors first reported a position in Stepan Co in Q1 2024 and held it in 7 quarters.
  • Moneta Group Investment Advisors's Stepan Co position peaked at $829K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.