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Clearstead Advisors’s StepStone Group STEP Stock Holding History

Clearstead 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 		$8.19K Buy
+198
New +$9.8K ﹤0.01% 2049
2026
Q1 		– Sell
-1,683
Closed -$108K – 2791
2025
Q4 		$108K Buy
1,683
+1,102
+190% +$69.7K ﹤0.01% 1106
2025
Q3 		$37.9K Buy
581
+326
+128% +$19.9K ﹤0.01% 1372
2025
Q2 		$14.2K Buy
255
+87
+52% +$4.66K ﹤0.01% 1760
2025
Q1 		$8.78K Hold
168
– – ﹤0.01% 1635
2024
Q4 		$9.72K Buy
168
+91
+118% +$5.64K ﹤0.01% 1572
2024
Q3 		$4.38K Hold
77
– – ﹤0.01% 1726
2024
Q2 		$3.53K Buy
+77
New +$3.03K ﹤0.01% 1742

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

Clearstead Advisors's STEP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in StepStone Group (STEP) in Q2 2026: 198 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in STEP as recently as Q4 2025.

Clearstead Advisors first reported a position in STEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $108K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Clearstead Advisors held 198 shares of StepStone Group worth $8.19K as of Q2 2026.
  • StepStone Group was a new Clearstead Advisors position in Q2 2026.
  • StepStone Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2049 holding.
  • Clearstead Advisors first reported a position in StepStone Group in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's StepStone Group position peaked at $108K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.