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Atria Investments’s StepStone Group STEP Stock Holding History

Atria Investments’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
-3,499
Closed -$225K – 2144
2025
Q4 		$225K Sell
3,499
-288
-8% -$18.2K ﹤0.01% 1912
2025
Q3 		$247K Sell
3,787
-407
-10% -$24.8K ﹤0.01% 1831
2025
Q2 		$233K Sell
4,194
-1,754
-29% -$93.9K ﹤0.01% 1836
2025
Q1 		$311K Buy
5,948
+27
+0.5% +$1.59K ﹤0.01% 1609
2024
Q4 		$343K Sell
5,921
-1,221
-17% -$75.7K ﹤0.01% 1531
2024
Q3 		$406K Buy
7,142
+59
+0.8% +$3.01K 0.01% 1436
2024
Q2 		$325K Buy
+7,083
New +$278K ﹤0.01% 1542

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Atria Investments's STEP Position: Q1 2026 in Review

Atria Investments sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 3,499 shares — an estimated $225K sold.

Atria Investments first reported a position in STEP in Q2 2024 and held it in 7 quarters. The position peaked at $406K in Q3 2024. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Atria Investments reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 3,499 StepStone Group shares in Q1 2026, an estimated $225K.
  • Atria Investments first reported a position in StepStone Group in Q2 2024 and held it in 7 quarters.
  • Atria Investments's StepStone Group position peaked at $406K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.