Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s StepStone Group STEP Stock Holding History

Carson Wealth (CWM 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
Q1 		$546K Buy
11,432
+9,519
+498% +$550K ﹤0.01% 1947
2025
Q4 		$123K Buy
1,913
+53
+3% +$3.35K ﹤0.01% 2913
2025
Q3 		$121K Buy
1,860
+234
+14% +$14.3K ﹤0.01% 2831
2025
Q2 		$90K Buy
1,626
+26
+2% +$1.39K ﹤0.01% 2815
2025
Q1 		$84K Buy
1,600
+196
+14% +$11.5K ﹤0.01% 2574
2024
Q4 		$81K Buy
1,404
+219
+18% +$13.6K ﹤0.01% 2435
2024
Q3 		$67K Buy
1,185
+777
+190% +$39.6K ﹤0.01% 2469
2024
Q2 		$19K Buy
408
+134
+49% +$5.27K ﹤0.01% 3156
2024
Q1 		$10K Buy
274
+19
+7% +$643 ﹤0.01% 3359
2023
Q4 		$8K Buy
255
+18
+8% +$508 ﹤0.01% 3308
2023
Q3 		$7K Buy
237
+5
+2% +$145 ﹤0.01% 3328
2023
Q2 		$6K Buy
232
+94
+68% +$2.16K ﹤0.01% 3381
2023
Q1 		$3K Buy
138
+47
+52% +$1.28K ﹤0.01% 3569
2022
Q4 		$2K Hold
91
– – ﹤0.01% 3627
2022
Q3 		$2K Sell
91
-188
-67% -$5.12K ﹤0.01% 3537
2022
Q2 		$7K Buy
+279
New +$7.59K ﹤0.01% 2829

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

Carson Wealth (CWM LLC)'s STEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its StepStone Group (STEP) stake by 498% in Q1 2026, buying an estimated $550K and bringing the position to 11,432 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Carson Wealth (CWM LLC) first reported a position in STEP in Q2 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,432 shares of StepStone Group worth $546K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,519 StepStone Group shares in Q1 2026, an estimated $550K.
  • StepStone Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1947 holding.
  • Carson Wealth (CWM LLC) first reported a position in StepStone Group in Q2 2022 and has held it in 16 quarters since.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.