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Darwin Wealth Management’s StepStone Group STEP Stock Holding History

Darwin Wealth Management’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
Q4 		– Hold
0
– – – 654
2025
Q3 		– Sell
-821
Closed -$50.1K – 601
2025
Q2 		$45.6K Sell
821
-1,639
-67% -$87.7K 0.02% 214
2025
Q1 		$142K Hold
2,460
– – 0.05% 153
2024
Q4 		$142K Buy
+2,460
New +$152K 0.05% 153

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Darwin Wealth Management's STEP Position: Q4 2025 in Review

Darwin Wealth Management held its StepStone Group (STEP) position steady in Q4 2025 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Darwin Wealth Management first reported a position in STEP in Q4 2024 and has held it in 3 quarters since. The position peaked at $142K in Q1 2025. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • Darwin Wealth Management held 0 shares of StepStone Group worth $9 as of Q4 2025.
  • Darwin Wealth Management left its StepStone Group share count unchanged in Q4 2025.
  • StepStone Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q4 2025, its #654 holding.
  • Darwin Wealth Management first reported a position in StepStone Group in Q4 2024 and has held it in 3 quarters since.
  • Darwin Wealth Management's StepStone Group position peaked at $142K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.