BTI
STEP icon

Blue Trust Inc’s StepStone Group STEP Stock Holding History

Blue Trust Inc’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
-4
Closed -$191 – 2640
2026
Q1 		$191 Buy
+4
New +$231 ﹤0.01% 2412
2024
Q4 		– Sell
-860
Closed -$39.5K – 2933
2024
Q3 		$39.5K Buy
860
+809
+1,586% +$41.2K ﹤0.01% 1666
2024
Q2 		$1.82K Buy
+51
New +$2K ﹤0.01% 2457
2024
Q1 		– Sell
-95
Closed -$3K – 2671
2023
Q4 		$3K Buy
+95
New +$2.68K ﹤0.01% 2049
2023
Q1 		– Sell
-44
Closed -$1K – 2618
2022
Q4 		$1K Buy
44
+24
+120% +$671 ﹤0.01% 2138
2022
Q3 		$1K Buy
+20
New +$545 ﹤0.01% 2009

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

Blue Trust Inc's STEP Position: Q2 2026 in Review

Blue Trust Inc sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 4 shares — an estimated $191 sold.

Blue Trust Inc first reported a position in STEP in Q3 2022 and held it in 6 quarters. The position peaked at $39.5K in Q3 2024. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Blue Trust Inc reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 4 StepStone Group shares in Q2 2026, an estimated $191.
  • Blue Trust Inc first reported a position in StepStone Group in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's StepStone Group position peaked at $39.5K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.