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Wealth Preservation Advisors’s Stepan Co SCL Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-14
Closed -$700 – 792
2026
Q1 		$700 Buy
+14
New +$749 ﹤0.01% 734

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DRZID
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Geode Capital Management
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Wealth Preservation Advisors's SCL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Stepan Co (SCL) in Q2 2026, closing a stake of 14 shares — an estimated $700 sold.

Wealth Preservation Advisors first reported a position in SCL in Q1 2026 and held it in 1 quarter. The position peaked at $700 in Q1 2026. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Stepan Co position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 14 Stepan Co shares in Q2 2026, an estimated $700.
  • Wealth Preservation Advisors first reported a position in Stepan Co in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Stepan Co position peaked at $700 in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.