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Twin Peaks Wealth Advisors’s Stepan Co SCL Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-127
Closed -$6.4K – 1744
2025
Q2 		$6.4K Buy
+127
New +$6.71K ﹤0.01% 1171

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's SCL Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 127 shares — an estimated $6.4K sold.

Twin Peaks Wealth Advisors first reported a position in SCL in Q2 2025 and held it in 1 quarter. The position peaked at $6.4K in Q2 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 127 Stepan Co shares in Q3 2025, an estimated $6.4K.
  • Twin Peaks Wealth Advisors first reported a position in Stepan Co in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Stepan Co position peaked at $6.4K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.