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Creative Planning SCL Position History
Stepan Company
Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32K |
| Q3 2025 | $941K |
| Q4 2025 | $2.4M |
| Q1 2026 | $3M |
| Q2 2026 | $32K |
| Q2 2026 | $4.8M |
| Q3 2026 | $31K |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 102.1K | — | — |
| Q3 2026 | $31K | 489 | — | — |
| Q2 2026 | $4.8M | 86.6K | — | — |
| Q2 2026 | $32K | 572 | — | — |
| Q1 2026 | $3M | 60.6K | — | — |
| Q4 2025 | $2.4M | 51.0K | — | — |
| Q3 2025 | $941K | 19.7K | — | — |
| Q3 2025 | $32K | 664 | — | — |
Other funds holding SCL
$278M
$243.6M
$223.8M
$219.2M
$213.9M
$201.5M
$190.1M