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 Q3	$131	Sell	3 -1	-25%	-$47	﹤0.01%	1305
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 $13.5B AUM 16.58% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's STEP Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its StepStone Group (STEP) stake by 25% in Q3 2026, selling an estimated $47 and leaving 3 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

DiNuzzo Private Wealth first reported a position in STEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $321 in Q4 2025. 47 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

DiNuzzo Private Wealth held 3 shares of StepStone Group worth $131 as of Q3 2026.
DiNuzzo Private Wealth sold 1 StepStone Group share in Q3 2026, an estimated $47.
StepStone Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1305 holding.
DiNuzzo Private Wealth first reported a position in StepStone Group in Q2 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's StepStone Group position peaked at $321 in Q4 2025.
47 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.