Romano Brothers & Co’s Stepan Co SCL Stock Holding History

Romano Brothers & Co’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	$1.13M	Hold	22,585	–	–	0.13%	152
2025 Q4	$1.07M	Sell	22,585 -730	-3%	-$33.4K	0.12%	157
2025 Q3	$1.11M	Sell	23,315 -397	-2%	-$20.6K	0.13%	151
2025 Q2	$1.29M	Sell	23,712 -3,222	-12%	-$170K	0.16%	134
2025 Q1	$1.48M	Sell	26,934 -300	-1%	-$18.3K	0.19%	128
2024 Q4	$1.76M	Sell	27,234 -415	-2%	-$30.7K	0.22%	116
2024 Q3	$2.14M	Sell	27,649 -130	-0.5%	-$10.3K	0.27%	106
2024 Q2	$2.33M	Sell	27,779 -61	-0.2%	-$5.21K	0.32%	94
2024 Q1	$2.51M	Sell	27,840 -28	-0.1%	-$2.51K	0.34%	88
2023 Q4	$2.63M	Sell	27,868 -271	-1%	-$21.6K	0.39%	85
2023 Q3	$2.11M	Hold	28,139	–	–	0.33%	92
2023 Q2	$2.69M	Sell	28,139 -125	-0.4%	-$11.9K	0.4%	82
2023 Q1	$2.91M	Hold	28,264	–	–	0.45%	74
2022 Q4	$3.01M	Sell	28,264 -289	-1%	-$30.3K	0.46%	71
2022 Q3	$2.67M	Buy	+28,553	New	+$2.97M	0.43%	74

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return