D.A. Davidson & Co’s StepStone Group STEP Stock Holding History

D.A. Davidson & Co’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
2025 Q1	–	Sell	-4,250	Closed	-$246K	–	1493
2024 Q4	$246K	Buy	+4,250	New	+$263K	﹤0.01%	1267

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

D.A. Davidson & Co's STEP Position: Q1 2025 in Review

D.A. Davidson & Co sold out of StepStone Group (STEP) in Q1 2025, closing a stake of 4,250 shares — an estimated $246K sold.

D.A. Davidson & Co first reported a position in STEP in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

D.A. Davidson & Co reported no remaining StepStone Group position as of Q1 2025 after selling out during the quarter.
D.A. Davidson & Co sold 4,250 StepStone Group shares in Q1 2025, an estimated $246K.
D.A. Davidson & Co first reported a position in StepStone Group in Q4 2024 and held it in 1 quarter.
D.A. Davidson & Co's StepStone Group position peaked at $246K in Q4 2024.
237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.