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
Q1 		$4.59M Buy
101,481
+85,878
+550% +$4.96M 0.01% 883
2025
Q4 		$1M Buy
15,603
+8,930
+134% +$565K ﹤0.01% 1887
2025
Q3 		$436K Buy
+6,673
New +$407K ﹤0.01% 1880

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth's STEP Position: Q1 2026 in Review

Corient Private Wealth increased its StepStone Group (STEP) stake by 550% in Q1 2026, buying an estimated $4.96M and bringing the position to 101,481 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #883.

Corient Private Wealth first reported a position in STEP in Q3 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Corient Private Wealth held 101,481 shares of StepStone Group worth $4.59M as of Q1 2026.
  • Corient Private Wealth bought 85,878 StepStone Group shares in Q1 2026, an estimated $4.96M.
  • StepStone Group made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #883 holding.
  • Corient Private Wealth first reported a position in StepStone Group in Q3 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.