Envestnet Asset Management
STEP icon

Envestnet Asset Management’s StepStone Group STEP Stock Holding History

Envestnet Asset 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
2026
Q2 		$2.75M Buy
66,372
+1,094
+2% +$54.1K ﹤0.01% 2922
2026
Q1 		$3.12M Buy
65,278
+5,579
+9% +$322K ﹤0.01% 2678
2025
Q4 		$3.83M Sell
59,699
-18,697
-24% -$1.18M ﹤0.01% 2364
2025
Q3 		$5.12M Buy
78,396
+5,847
+8% +$357K ﹤0.01% 2224
2025
Q2 		$4.03M Sell
72,549
-1,474
-2% -$78.9K ﹤0.01% 2334
2025
Q1 		$3.87M Sell
74,023
-3,969
-5% -$233K ﹤0.01% 2309
2024
Q4 		$4.51M Sell
77,992
-11,512
-13% -$713K ﹤0.01% 2168
2024
Q3 		$5.09M Sell
89,504
-21,192
-19% -$1.08M ﹤0.01% 2092
2024
Q2 		$5.08M Sell
110,696
-19,680
-15% -$774K ﹤0.01% 2013
2024
Q1 		$4.66M Buy
130,376
+581
+0.4% +$19.7K ﹤0.01% 2027
2023
Q4 		$4.13M Sell
129,795
-36,986
-22% -$1.04M ﹤0.01% 2020
2023
Q3 		$5.27M Buy
166,781
+50,214
+43% +$1.46M ﹤0.01% 1763
2023
Q2 		$2.89M Sell
116,567
-3,312
-3% -$76.1K ﹤0.01% 2057
2023
Q1 		$2.91M Sell
119,879
-13,324
-10% -$364K ﹤0.01% 1963
2022
Q4 		$3.35M Sell
133,203
-17,804
-12% -$498K ﹤0.01% 1828
2022
Q3 		$3.7M Sell
151,007
-29,062
-16% -$792K ﹤0.01% 1690
2022
Q2 		$4.69M Sell
180,069
-7,249
-4% -$197K ﹤0.01% 1558
2022
Q1 		$6.19M Buy
187,318
+15,619
+9% +$538K ﹤0.01% 1476
2021
Q4 		$7.14M Buy
171,699
+55,127
+47% +$2.43M ﹤0.01% 1392
2021
Q3 		$4.97M Buy
116,572
+18,890
+19% +$836K ﹤0.01% 1557
2021
Q2 		$3.36M Buy
97,682
+6,551
+7% +$218K ﹤0.01% 1751
2021
Q1 		$3.21M Buy
91,131
+80,701
+774% +$2.84M ﹤0.01% 1661
2020
Q4 		$415K Buy
+10,430
New +$302K ﹤0.01% 2756

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Envestnet Asset Management's STEP Position: Q2 2026 in Review

Envestnet Asset Management increased its StepStone Group (STEP) stake by 1.7% in Q2 2026, buying an estimated $54.1K and bringing the position to 66,372 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Envestnet Asset Management first reported a position in STEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.14M in Q4 2021. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Envestnet Asset Management held 66,372 shares of StepStone Group worth $2.75M as of Q2 2026.
  • Envestnet Asset Management bought 1,094 StepStone Group shares in Q2 2026, an estimated $54.1K.
  • StepStone Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2922 holding.
  • Envestnet Asset Management first reported a position in StepStone Group in Q4 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's StepStone Group position peaked at $7.14M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.