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Bogart Wealth LLC’s StepStone Group STEP Stock Holding History

Bogart Wealth LLC’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 		$1.49K Buy
36
+14
+64% +$693 ﹤0.01% 1530
2026
Q1 		$1.05K Buy
+22
New +$1.27K ﹤0.01% 1435

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

Bogart Wealth LLC's STEP Position: Q2 2026 in Review

Bogart Wealth LLC increased its StepStone Group (STEP) stake by 64% in Q2 2026, buying an estimated $693 and bringing the position to 36 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Bogart Wealth LLC first reported a position in STEP in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Bogart Wealth LLC held 36 shares of StepStone Group worth $1.49K as of Q2 2026.
  • Bogart Wealth LLC bought 14 StepStone Group shares in Q2 2026, an estimated $693.
  • StepStone Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1530 holding.
  • Bogart Wealth LLC first reported a position in StepStone Group in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.