Covestor
STEP icon

Covestor’s StepStone Group STEP Stock Holding History

Covestor’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
Q3 		$4K Sell
100
-6
-6% -$279 ﹤0.01% 1917
2026
Q2 		$4K Sell
106
-23
-18% -$1.14K ﹤0.01% 1924
2026
Q1 		$6K Buy
129
+88
+215% +$5.08K ﹤0.01% 1753
2025
Q4 		$3K Buy
41
+38
+1,267% +$2.4K ﹤0.01% 1881
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2748
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2734
2025
Q1 		$0 Sell
3
-1,489
-100% -$87.6K ﹤0.01% 2702
2024
Q4 		$86K Sell
1,492
-522
-26% -$32.3K 0.05% 611
2024
Q3 		$114K Buy
2,014
+2,010
+50,250% +$102K 0.07% 449
2024
Q2 		$0 Hold
4
– – ﹤0.01% 2726
2024
Q1 		$0 Hold
4
– – ﹤0.01% 2709
2023
Q4 		$0 Sell
4
-1
-20% -$28 ﹤0.01% 2690
2023
Q3 		$0 Sell
5
-1
-17% -$29 ﹤0.01% 2685
2023
Q2 		$0 Sell
6
-4
-40% -$92 ﹤0.01% 2624
2023
Q1 		$0 Sell
10
-9
-47% -$246 ﹤0.01% 2556
2022
Q4 		$0 Sell
19
-3
-14% -$84 ﹤0.01% 2580
2022
Q3 		$1K Sell
22
-84
-79% -$2.29K ﹤0.01% 1850
2022
Q2 		$3K Sell
106
-11
-9% -$299 ﹤0.01% 1553
2022
Q1 		$4K Buy
117
+105
+875% +$3.62K ﹤0.01% 1563
2021
Q4 		$1K Buy
+12
New +$530 ﹤0.01% 1942

Other funds holding STEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Covestor's STEP Position: Q3 2026 in Review

Covestor reduced its StepStone Group (STEP) stake by 5.7% in Q3 2026, selling an estimated $279 and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Covestor first reported a position in STEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $114K in Q3 2024. 205 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Covestor held 100 shares of StepStone Group worth $4K as of Q3 2026.
  • Covestor sold 6 StepStone Group shares in Q3 2026, an estimated $279.
  • StepStone Group made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1917 holding.
  • Covestor first reported a position in StepStone Group in Q4 2021 and has held it in 20 quarters since.
  • Covestor's StepStone Group position peaked at $114K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.