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Annis Gardner Whiting Capital Advisors’s StepStone Group STEP Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		– Sell
-4
Closed -$257 – 1385
2025
Q4 		$257 Hold
4
– – ﹤0.01% 1154
2025
Q3 		$262 Hold
4
– – ﹤0.01% 1126
2025
Q2 		$222 Buy
+4
New +$214 ﹤0.01% 1272

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PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's STEP Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 4 shares — an estimated $257 sold.

Annis Gardner Whiting Capital Advisors first reported a position in STEP in Q2 2025 and held it in 3 quarters. The position peaked at $262 in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4 StepStone Group shares in Q1 2026, an estimated $257.
  • Annis Gardner Whiting Capital Advisors first reported a position in StepStone Group in Q2 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's StepStone Group position peaked at $262 in Q3 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.