EP
STEP icon

Essential Partners’s StepStone Group STEP Stock Holding History

Essential Partners’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 		$331 Sell
8
-690
-99% -$34.2K ﹤0.01% 2549
2026
Q1 		$33.3K Buy
698
+694
+17,350% +$40.1K 0.01% 729
2025
Q4 		$257 Hold
4
– – ﹤0.01% 2380
2025
Q3 		$261 Hold
4
– – ﹤0.01% 2353
2025
Q2 		$222 Buy
+4
New +$214 ﹤0.01% 1921

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

Essential Partners's STEP Position: Q2 2026 in Review

Essential Partners reduced its StepStone Group (STEP) stake by 99% in Q2 2026, selling an estimated $34.2K and leaving 8 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Essential Partners first reported a position in STEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.3K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Essential Partners held 8 shares of StepStone Group worth $331 as of Q2 2026.
  • Essential Partners sold 690 StepStone Group shares in Q2 2026, an estimated $34.2K.
  • StepStone Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2549 holding.
  • Essential Partners first reported a position in StepStone Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's StepStone Group position peaked at $33.3K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.