Corient Private Wealth
STEP icon

Corient Private Wealth’s StepStone Group STEP Stock Holding History

Corient Private Wealth’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 		$5.44M Buy
131,465
+29,984
+30% +$1.48M 0.01% 869
2026
Q1 		$4.59M Buy
101,481
+93,527
+1,176% +$5.4M 0.01% 883
2025
Q4 		$511K Buy
7,954
+1,281
+19% +$81K ﹤0.01% 1867
2025
Q3 		$436K Buy
+6,673
New +$407K ﹤0.01% 1880

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

Corient Private Wealth's STEP Position: Q2 2026 in Review

Corient Private Wealth increased its StepStone Group (STEP) stake by 30% in Q2 2026, buying an estimated $1.48M and bringing the position to 131,465 shares worth $5.44M. The position accounts for 0.01% of the portfolio, ranked #869.

Corient Private Wealth first reported a position in STEP in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Corient Private Wealth held 131,465 shares of StepStone Group worth $5.44M as of Q2 2026.
  • Corient Private Wealth bought 29,984 StepStone Group shares in Q2 2026, an estimated $1.48M.
  • StepStone Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #869 holding.
  • Corient Private Wealth first reported a position in StepStone Group in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.