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Parkworth Wealth Management’s Stepan Co SCL Stock Holding History

Parkworth 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
2025
Q2 		$273 Buy
+5
New +$264 ﹤0.01% 833
2025
Q1 		– Sell
-1
Closed -$65 – 1287
2024
Q4 		$65 Buy
+1
New +$74 ﹤0.01% 1106

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Parkworth Wealth Management's SCL Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Stepan Co (SCL) in Q2 2025: 5 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Parkworth Wealth Management previously reported a position in SCL as recently as Q4 2024.

Parkworth Wealth Management first reported a position in SCL in Q4 2024 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Stepan Co worth $273 as of Q2 2025.
  • Stepan Co was a new Parkworth Wealth Management position in Q2 2025.
  • Stepan Co made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #833 holding.
  • Parkworth Wealth Management first reported a position in Stepan Co in Q4 2024 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.