Smartleaf Asset Management’s Stepan Co SCL Stock Holding History

Smartleaf Asset Management’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	-47	Closed	-$2.22K	–	3546
2025 Q3	$2.22K	Buy	+47	New	+$2.44K	﹤0.01%	2592
2025 Q2	–	Sell	-68	Closed	-$3.76K	–	2942
2025 Q1	$3.76K	Sell	68 -260	-79%	-$15.9K	﹤0.01%	2280
2024 Q4	$21.2K	Buy	328 +57	+21%	+$4.22K	﹤0.01%	1608
2024 Q3	$21.2K	Buy	271 +91	+51%	+$7.21K	﹤0.01%	1311
2024 Q2	$14.9K	Buy	180 +175	+3,500%	+$14.9K	﹤0.01%	1177
2024 Q1	$448	Buy	+5	New	+$448	﹤0.01%	1760

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smartleaf Asset Management's SCL Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 47 shares — an estimated $2.22K sold.

Smartleaf Asset Management first reported a position in SCL in Q1 2024 and held it in 6 quarters. The position peaked at $21.2K in Q3 2024. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

Smartleaf Asset Management reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 47 Stepan Co shares in Q4 2025, an estimated $2.22K.
Smartleaf Asset Management first reported a position in Stepan Co in Q1 2024 and held it in 6 quarters.
Smartleaf Asset Management's Stepan Co position peaked at $21.2K in Q3 2024.
209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.