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True Wealth Design’s Stepan Co SCL Stock Holding History

True Wealth Design’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 		$5.46K Buy
98
+54
+123% +$2.81K ﹤0.01% 1289
2026
Q1 		$2.2K Buy
44
+35
+389% +$1.87K ﹤0.01% 1506
2025
Q4 		$427 Sell
9
-33
-79% -$1.51K ﹤0.01% 2002
2025
Q3 		$2K Sell
42
-76
-64% -$3.94K ﹤0.01% 1457
2025
Q2 		$6.44K Buy
118
+102
+638% +$5.39K ﹤0.01% 715
2025
Q1 		$881 Buy
+16
New +$977 ﹤0.01% 1312

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

True Wealth Design's SCL Position: Q2 2026 in Review

True Wealth Design increased its Stepan Co (SCL) stake by 123% in Q2 2026, buying an estimated $2.81K and bringing the position to 98 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

True Wealth Design first reported a position in SCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.44K in Q2 2025. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • True Wealth Design held 98 shares of Stepan Co worth $5.46K as of Q2 2026.
  • True Wealth Design bought 54 Stepan Co shares in Q2 2026, an estimated $2.81K.
  • Stepan Co made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1289 holding.
  • True Wealth Design first reported a position in Stepan Co in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Stepan Co position peaked at $6.44K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.