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CVA Family Office’s StepStone Group STEP Stock Holding History

CVA Family Office’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 		$662 Buy
16
+3
+23% +$148 ﹤0.01% 1696
2026
Q1 		$620 Buy
+13
New +$751 ﹤0.01% 1721
2025
Q2 		– Sell
-9
Closed -$470 – 1440
2025
Q1 		$470 Buy
+9
New +$529 ﹤0.01% 1310

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

CVA Family Office's STEP Position: Q2 2026 in Review

CVA Family Office increased its StepStone Group (STEP) stake by 23% in Q2 2026, buying an estimated $148 and bringing the position to 16 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

CVA Family Office first reported a position in STEP in Q1 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • CVA Family Office held 16 shares of StepStone Group worth $662 as of Q2 2026.
  • CVA Family Office bought 3 StepStone Group shares in Q2 2026, an estimated $148.
  • StepStone Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1696 holding.
  • CVA Family Office first reported a position in StepStone Group in Q1 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.