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Bell Investment Advisors’s StepStone Group STEP Stock Holding History

Bell Investment 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
-102
Closed -$6.55K – 1937
2025
Q4 		$6.55K Buy
+102
New +$6.45K ﹤0.01% 873
2023
Q4 		– Sell
-105
Closed -$3.32K – 1991
2023
Q3 		$3.32K Buy
+105
New +$3.05K ﹤0.01% 1021
2023
Q1 		– Sell
-21
Closed -$529 – 1976
2022
Q4 		$529 Buy
21
+5
+31% +$140 ﹤0.01% 1797
2022
Q3 		$0 Sell
16
-4
-20% -$109 ﹤0.01% 1942
2022
Q2 		$1K Buy
+20
New +$544 ﹤0.01% 1607

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

Bell Investment Advisors's STEP Position: Q1 2026 in Review

Bell Investment Advisors sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 102 shares — an estimated $6.55K sold.

Bell Investment Advisors first reported a position in STEP in Q2 2022 and held it in 5 quarters. The position peaked at $6.55K in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Bell Investment Advisors reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 102 StepStone Group shares in Q1 2026, an estimated $6.55K.
  • Bell Investment Advisors first reported a position in StepStone Group in Q2 2022 and held it in 5 quarters.
  • Bell Investment Advisors's StepStone Group position peaked at $6.55K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.