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ZWJ Investment Counsel’s Stepan Co SCL Stock Holding History

ZWJ Investment Counsel’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
Q4 		– Sell
-5,141
Closed -$245K – 252
2025
Q3 		$245K Buy
5,141
+1,156
+29% +$60K 0.01% 208
2025
Q2 		$218K Buy
+3,985
New +$210K 0.01% 221
2024
Q4 		– Sell
-2,647
Closed -$204K – 245
2024
Q3 		$204K Buy
+2,647
New +$210K 0.01% 225

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $103B AUM 28.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ZWJ Investment Counsel's SCL Position: Q4 2025 in Review

ZWJ Investment Counsel sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 5,141 shares — an estimated $245K sold.

ZWJ Investment Counsel first reported a position in SCL in Q3 2024 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

  • ZWJ Investment Counsel reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 5,141 Stepan Co shares in Q4 2025, an estimated $245K.
  • ZWJ Investment Counsel first reported a position in Stepan Co in Q3 2024 and held it in 3 quarters.
  • ZWJ Investment Counsel's Stepan Co position peaked at $245K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on ZWJ Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.