World Equity Group’s Stepan Co SCL Stock Holding History

World Equity Group’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	-4,960	Closed	-$271K	–	372
2025 Q2	$271K	Hold	4,960	–	–	0.07%	266
2025 Q1	$273K	Buy	+4,960	New	+$303K	0.08%	243

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

World Equity Group's SCL Position: Q3 2025 in Review

World Equity Group sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 4,960 shares — an estimated $271K sold.

World Equity Group first reported a position in SCL in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

World Equity Group reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
World Equity Group sold 4,960 Stepan Co shares in Q3 2025, an estimated $271K.
World Equity Group first reported a position in Stepan Co in Q1 2025 and held it in 2 quarters.
World Equity Group's Stepan Co position peaked at $273K in Q1 2025.
204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.