Red Tortoise LLC’s Stepan Co SCL Stock Holding History

Red Tortoise LLC’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	-59	Closed	-$2.81K	–	623
2025 Q3	$2.81K	Buy	59 +11	+23%	+$571	﹤0.01%	485
2025 Q2	$2.62K	Buy	+48	New	+$2.54K	﹤0.01%	481

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

Red Tortoise LLC's SCL Position: Q4 2025 in Review

Red Tortoise LLC sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 59 shares — an estimated $2.81K sold.

Red Tortoise LLC first reported a position in SCL in Q2 2025 and held it in 2 quarters. The position peaked at $2.81K in Q3 2025. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

Red Tortoise LLC reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
Red Tortoise LLC sold 59 Stepan Co shares in Q4 2025, an estimated $2.81K.
Red Tortoise LLC first reported a position in Stepan Co in Q2 2025 and held it in 2 quarters.
Red Tortoise LLC's Stepan Co position peaked at $2.81K in Q3 2025.
209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Red Tortoise LLC's 13F filing for Q4 2025, filed 22 Jan 2026.