DiNuzzo Private Wealth’s StepStone Group STEP Stock Holding History

DiNuzzo Private Wealth’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	$166	Buy	+4	New	+$198	﹤0.01%	1266
2026 Q1	–	Sell	-5	Closed	-$321	–	1379
2025 Q4	$321	Hold	5	–	–	﹤0.01%	1186
2025 Q3	$311	Hold	5	–	–	﹤0.01%	1197
2025 Q2	$278	Hold	5	–	–	﹤0.01%	1204
2025 Q1	$262	Hold	5	–	–	﹤0.01%	1196
2024 Q4	$290	Hold	5	–	–	﹤0.01%	1218
2024 Q3	$285	Hold	5	–	–	﹤0.01%	1253
2024 Q2	$230	Buy	+5	New	+$197	﹤0.01%	1244

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

DiNuzzo Private Wealth's STEP Position: Q2 2026 in Review

DiNuzzo Private Wealth opened a new position in StepStone Group (STEP) in Q2 2026: 4 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: DiNuzzo Private Wealth previously reported a position in STEP as recently as Q4 2025.

DiNuzzo Private Wealth first reported a position in STEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $321 in Q4 2025. 17 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

DiNuzzo Private Wealth held 4 shares of StepStone Group worth $166 as of Q2 2026.
StepStone Group was a new DiNuzzo Private Wealth position in Q2 2026.
StepStone Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1266 holding.
DiNuzzo Private Wealth first reported a position in StepStone Group in Q2 2024 and has held it in 8 quarters since.
DiNuzzo Private Wealth's StepStone Group position peaked at $321 in Q4 2025.
17 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.