Capstone Investment Advisors
STEP icon

Capstone Investment Advisors’s StepStone Group STEP Stock Holding History

Capstone 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
Q2 		$248K Sell
5,998
-1,367
-19% -$67.7K ﹤0.01% 1536
2026
Q1 		$351K Buy
+7,365
New +$425K ﹤0.01% 1302

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

Capstone Investment Advisors's STEP Position: Q2 2026 in Review

Capstone Investment Advisors reduced its StepStone Group (STEP) stake by 19% in Q2 2026, selling an estimated $67.7K and leaving 5,998 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Capstone Investment Advisors first reported a position in STEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Capstone Investment Advisors held 5,998 shares of StepStone Group worth $248K as of Q2 2026.
  • Capstone Investment Advisors sold 1,367 StepStone Group shares in Q2 2026, an estimated $67.7K.
  • StepStone Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1536 holding.
  • Capstone Investment Advisors first reported a position in StepStone Group in Q1 2026 and has held it in 2 quarters since.
  • Capstone Investment Advisors's StepStone Group position peaked at $351K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.