Wealth Enhancement Advisory Services
SCL icon

Wealth Enhancement Advisory Services’s Stepan Co SCL Stock Holding History

Wealth Enhancement Advisory Services’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 		$559K Buy
9,873
+3,114
+46% +$162K ﹤0.01% 2582
2026
Q1 		$338K Buy
6,759
+1,812
+37% +$97K ﹤0.01% 2663
2025
Q4 		$244K Buy
+4,947
New +$227K ﹤0.01% 3103
2025
Q3 		– Sell
-4,624
Closed -$274K – 3685
2025
Q2 		$274K Buy
+4,624
New +$244K ﹤0.01% 2716

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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

Wealth Enhancement Advisory Services's SCL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Stepan Co (SCL) stake by 46% in Q2 2026, buying an estimated $162K and bringing the position to 9,873 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Wealth Enhancement Advisory Services first reported a position in SCL in Q2 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,873 shares of Stepan Co worth $559K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,114 Stepan Co shares in Q2 2026, an estimated $162K.
  • Stepan Co made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2582 holding.
  • Wealth Enhancement Advisory Services first reported a position in Stepan Co in Q2 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.