Private Wealth Management Group’s Stepan Co SCL Stock Holding History

Private Wealth Management Group’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	-40	Closed	-$1.91K	–	1528
2025 Q3	$1.91K	Hold	40	–	–	﹤0.01%	1120
2025 Q2	$2.18K	Buy	40 +2	+5%	+$106	﹤0.01%	1056
2025 Q1	$2.09K	Buy	38 +19	+100%	+$1.16K	﹤0.01%	1038
2024 Q4	$1.23K	Buy	+19	New	+$1.41K	﹤0.01%	1239
2024 Q2	–	Sell	-14	Closed	-$1.26K	–	1602
2024 Q1	$1.26K	Hold	14	–	–	﹤0.01%	1169
2023 Q4	$1.32K	Buy	+14	New	+$1.12K	﹤0.01%	1165

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Private Wealth Management Group's SCL Position: Q4 2025 in Review

Private Wealth Management Group sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 40 shares — an estimated $1.91K sold.

Private Wealth Management Group first reported a position in SCL in Q4 2023 and held it in 6 quarters. The position peaked at $2.18K in Q2 2025. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

Private Wealth Management Group reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 40 Stepan Co shares in Q4 2025, an estimated $1.91K.
Private Wealth Management Group first reported a position in Stepan Co in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Stepan Co position peaked at $2.18K in Q2 2025.
209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.