Stephens Consulting’s Stepan Co SCL Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-5	Closed	-$276	–	1852
2025 Q1	$276	Buy	+5	New	+$305	﹤0.01%	1494

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's SCL Position: Q2 2025 in Review

Stephens Consulting sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 5 shares — an estimated $276 sold.

Stephens Consulting first reported a position in SCL in Q1 2025 and held it in 1 quarter. The position peaked at $276 in Q1 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

Stephens Consulting reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Stepan Co shares in Q2 2025, an estimated $276.
Stephens Consulting first reported a position in Stepan Co in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Stepan Co position peaked at $276 in Q1 2025.
204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.