Occudo Quantitative Strategies’s Stepan Co SCL Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-4,754	Closed	-$225K	–	899
2025 Q4	$225K	Sell	4,754 -3,299	-41%	-$151K	0.02%	571
2025 Q3	$384K	Buy	+8,053	New	+$418K	0.05%	446
2025 Q2	–	Sell	-3,857	Closed	-$213K	–	864
2025 Q1	$213K	Buy	3,857 +532	+16%	+$32.5K	0.03%	549
2024 Q4	$215K	Sell	3,325 -4,419	-57%	-$327K	0.04%	557
2024 Q3	$598K	Buy	+7,744	New	+$614K	0.11%	239
2023 Q4	–	Sell	-18,270	Closed	-$1.37M	–	1146
2023 Q3	$1.37M	Buy	+18,270	New	+$1.6M	0.18%	173

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Occudo Quantitative Strategies's SCL Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Stepan Co (SCL) in Q1 2026, closing a stake of 4,754 shares — an estimated $225K sold.

Occudo Quantitative Strategies first reported a position in SCL in Q3 2023 and held it in 6 quarters. The position peaked at $1.37M in Q3 2023. 224 funds tracked by Wall St. Rank hold SCL as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Stepan Co position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 4,754 Stepan Co shares in Q1 2026, an estimated $225K.
Occudo Quantitative Strategies first reported a position in Stepan Co in Q3 2023 and held it in 6 quarters.
Occudo Quantitative Strategies's Stepan Co position peaked at $1.37M in Q3 2023.
224 funds tracked by Wall St. Rank held Stepan Co as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.