TWD
SCL icon

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
Q3 		$6.11K Hold
98
– – ﹤0.01% 1265
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's SCL Position: Q3 2026 in Review

True Wealth Design held its Stepan Co (SCL) position steady in Q3 2026 at 98 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

True Wealth Design first reported a position in SCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.44K in Q2 2025. 15 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • True Wealth Design held 98 shares of Stepan Co worth $6.11K as of Q3 2026.
  • True Wealth Design left its Stepan Co share count unchanged in Q3 2026.
  • Stepan Co made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1265 holding.
  • True Wealth Design first reported a position in Stepan Co in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Stepan Co position peaked at $6.44K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.