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Sound Income Strategies’s Stepan Co SCL Stock Holding History

Sound Income Strategies’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 		$12.8K Buy
255
+2
+0.8% +$107 ﹤0.01% 1394
2025
Q4 		$13.1K Buy
+253
New +$11.6K ﹤0.01% 1325

Other funds holding SCL

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VPM
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Dimensional Fund Advisors
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DRZID
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return