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Synergy Investment Management’s Stepan Co SCL Stock Holding History

Synergy Investment 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
2026
Q2 		$1.67K Hold
30
– – ﹤0.01% 921
2026
Q1 		$1.5K Buy
+30
New +$1.61K ﹤0.01% 727
2025
Q2 		– Sell
-30
Closed -$1.65K – 474
2025
Q1 		$1.65K Hold
30
– – ﹤0.01% 554
2024
Q4 		$1.94K Buy
+30
New +$2.22K ﹤0.01% 570

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 $5.66B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's SCL Position: Q2 2026 in Review

Synergy Investment Management held its Stepan Co (SCL) position steady in Q2 2026 at 30 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Synergy Investment Management first reported a position in SCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.94K in Q4 2024. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Synergy Investment Management held 30 shares of Stepan Co worth $1.67K as of Q2 2026.
  • Synergy Investment Management left its Stepan Co share count unchanged in Q2 2026.
  • Stepan Co made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #921 holding.
  • Synergy Investment Management first reported a position in Stepan Co in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Stepan Co position peaked at $1.94K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.