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Empowered Funds’s StepStone Group STEP Stock Holding History

Empowered Funds’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
Q2 		– Sell
-112,647
Closed -$5.88M – 1847
2025
Q1 		$5.88M Buy
112,647
+7,167
+7% +$422K 0.08% 329
2024
Q4 		$6.11M Buy
105,480
+14,340
+16% +$889K 0.09% 318
2024
Q3 		$5.18M Sell
91,140
-7,858
-8% -$400K 0.08% 351
2024
Q2 		$4.54M Buy
+98,998
New +$3.89M 0.08% 345

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Empowered Funds's STEP Position: Q2 2025 in Review

Empowered Funds sold out of StepStone Group (STEP) in Q2 2025, closing a stake of 112,647 shares — an estimated $5.88M sold.

Empowered Funds first reported a position in STEP in Q2 2024 and held it in 4 quarters. The position peaked at $6.11M in Q4 2024. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

  • Empowered Funds reported no remaining StepStone Group position as of Q2 2025 after selling out during the quarter.
  • Empowered Funds sold 112,647 StepStone Group shares in Q2 2025, an estimated $5.88M.
  • Empowered Funds first reported a position in StepStone Group in Q2 2024 and held it in 4 quarters.
  • Empowered Funds's StepStone Group position peaked at $6.11M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.