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
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 $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $141B AUM 30.34% 1-Year Est. Return