Creative Planning
STEP icon

Creative Planning’s StepStone Group STEP Stock Holding History

Creative Planning’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 		$729K Sell
17,615
-6,946
-28% -$344K ﹤0.01% 2894
2026
Q1 		$1.17M Sell
24,561
-25,587
-51% -$1.48M ﹤0.01% 2331
2025
Q4 		$3.22M Buy
50,148
+5,720
+13% +$362K ﹤0.01% 1338
2025
Q3 		$2.9M Buy
44,428
+8,258
+23% +$504K ﹤0.01% 1250
2025
Q2 		$2.01M Buy
36,170
+3,524
+11% +$189K ﹤0.01% 1310
2025
Q1 		$1.71M Buy
32,646
+6,999
+27% +$412K ﹤0.01% 1293
2024
Q4 		$1.48M Buy
25,647
+3,100
+14% +$192K ﹤0.01% 1338
2024
Q3 		$1.28M Buy
22,547
+3,873
+21% +$197K ﹤0.01% 1332
2024
Q2 		$857K Buy
18,674
+5,794
+45% +$228K ﹤0.01% 1528
2024
Q1 		$460K Buy
12,880
+4,661
+57% +$158K ﹤0.01% 1910
2023
Q4 		$262K Sell
8,219
-658
-7% -$18.6K ﹤0.01% 2190
2023
Q3 		$280K Buy
+8,877
New +$258K ﹤0.01% 1990

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

Creative Planning's STEP Position: Q2 2026 in Review

Creative Planning reduced its StepStone Group (STEP) stake by 28% in Q2 2026, selling an estimated $344K and leaving 17,615 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Creative Planning first reported a position in STEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Creative Planning held 17,615 shares of StepStone Group worth $729K as of Q2 2026.
  • Creative Planning sold 6,946 StepStone Group shares in Q2 2026, an estimated $344K.
  • StepStone Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2894 holding.
  • Creative Planning first reported a position in StepStone Group in Q3 2023 and has held it in 12 quarters since.
  • Creative Planning's StepStone Group position peaked at $3.22M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.