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Advisory Services Network’s StepStone Group STEP Stock Holding History

Advisory Services Network’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 		– Sell
-11
Closed -$525 – 4318
2026
Q1 		$525 Buy
+11
New +$635 ﹤0.01% 4417
2025
Q4 		– Sell
-3
Closed -$196 – 3949
2025
Q3 		$196 Buy
+3
New +$183 ﹤0.01% 4222

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Advisory Services Network's STEP Position: Q2 2026 in Review

Advisory Services Network sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 11 shares — an estimated $525 sold.

Advisory Services Network first reported a position in STEP in Q3 2025 and held it in 2 quarters. The position peaked at $525 in Q1 2026. 274 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Advisory Services Network reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 11 StepStone Group shares in Q2 2026, an estimated $525.
  • Advisory Services Network first reported a position in StepStone Group in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's StepStone Group position peaked at $525 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.