Abound Wealth Management’s StepStone Group STEP Stock Holding History

Abound Wealth Management’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125	Hold	3	–	–	﹤0.01%	1239
2026 Q1	$144	Hold	3	–	–	﹤0.01%	1328
2025 Q4	$193	Hold	3	–	–	﹤0.01%	1191
2025 Q3	$196	Hold	3	–	–	﹤0.01%	1126
2025 Q2	$167	Sell	3 -1	-25%	-$54	﹤0.01%	1112
2025 Q1	$209	Hold	4	–	–	﹤0.01%	966
2024 Q4	$232	Hold	4	–	–	﹤0.01%	999
2024 Q3	$228	Buy	+4	New	+$204	﹤0.01%	1088

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Abound Wealth Management's STEP Position: Q2 2026 in Review

Abound Wealth Management held its StepStone Group (STEP) position steady in Q2 2026 at 3 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Abound Wealth Management first reported a position in STEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $232 in Q4 2024. 17 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Abound Wealth Management held 3 shares of StepStone Group worth $125 as of Q2 2026.
Abound Wealth Management left its StepStone Group share count unchanged in Q2 2026.
StepStone Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1239 holding.
Abound Wealth Management first reported a position in StepStone Group in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's StepStone Group position peaked at $232 in Q4 2024.
17 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.