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Root Financial Partners’s Stepan Co SCL Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-19
Closed -$950 – 2663
2026
Q1 		$950 Buy
+19
New +$1.02K ﹤0.01% 2633

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Root Financial Partners's SCL Position: Q2 2026 in Review

Root Financial Partners sold out of Stepan Co (SCL) in Q2 2026, closing a stake of 19 shares — an estimated $950 sold.

Root Financial Partners first reported a position in SCL in Q1 2026 and held it in 1 quarter. The position peaked at $950 in Q1 2026. 47 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Root Financial Partners reported no remaining Stepan Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Stepan Co shares in Q2 2026, an estimated $950.
  • Root Financial Partners first reported a position in Stepan Co in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Stepan Co position peaked at $950 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.