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Rothschild Investment LLC’s Stepan Co SCL Stock Holding History

Rothschild Investment 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
2026
Q2 		$8.25K Buy
148
+30
+25% +$1.56K ﹤0.01% 2001
2026
Q1 		$5.9K Buy
118
+54
+84% +$2.89K ﹤0.01% 1972
2025
Q4 		$3.03K Buy
64
+39
+156% +$1.79K ﹤0.01% 2157
2025
Q3 		$1.19K Sell
25
-15
-38% -$778 ﹤0.01% 2512
2025
Q2 		$2.18K Sell
40
-5
-11% -$264 ﹤0.01% 2021
2025
Q1 		$2.48K Buy
45
+15
+50% +$915 ﹤0.01% 1764
2024
Q4 		$1.94K Buy
30
+20
+200% +$1.48K ﹤0.01% 1818
2024
Q3 		$773 Hold
10
– – ﹤0.01% 2330
2024
Q2 		$840 Buy
+10
New +$854 ﹤0.01% 1752

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rothschild Investment LLC's SCL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Stepan Co (SCL) stake by 25% in Q2 2026, buying an estimated $1.56K and bringing the position to 148 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Rothschild Investment LLC first reported a position in SCL in Q2 2024 and has held it in 9 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Rothschild Investment LLC held 148 shares of Stepan Co worth $8.25K as of Q2 2026.
  • Rothschild Investment LLC bought 30 Stepan Co shares in Q2 2026, an estimated $1.56K.
  • Stepan Co made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2001 holding.
  • Rothschild Investment LLC first reported a position in Stepan Co in Q2 2024 and has held it in 9 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.