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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
Q2 		– Sell
-255
Closed -$12.8K – 2057
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

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

Sound Income Strategies's SCL Position: Q2 2026 in Review

Sound Income Strategies sold out of Stepan Co (SCL) in Q2 2026, closing a stake of 255 shares — an estimated $12.8K sold.

Sound Income Strategies first reported a position in SCL in Q4 2025 and held it in 2 quarters. The position peaked at $13.1K in Q4 2025. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Sound Income Strategies reported no remaining Stepan Co position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 255 Stepan Co shares in Q2 2026, an estimated $12.8K.
  • Sound Income Strategies first reported a position in Stepan Co in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Stepan Co position peaked at $13.1K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.