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EverSource Wealth Advisors’s StepStone Group STEP Stock Holding History

EverSource Wealth Advisors’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 		$137K Buy
3,319
+345
+12% +$17.1K ﹤0.01% 1215
2026
Q1 		$142K Buy
2,974
+184
+7% +$10.6K ﹤0.01% 1240
2025
Q4 		$179K Buy
2,790
+347
+14% +$21.9K 0.01% 993
2025
Q3 		$160K Buy
2,443
+1,207
+98% +$73.6K 0.01% 1023
2025
Q2 		$68.6K Buy
1,236
+950
+332% +$50.9K ﹤0.01% 1417
2025
Q1 		$14.9K Buy
286
+249
+673% +$14.6K ﹤0.01% 1867
2024
Q4 		$2.14K Sell
37
-485
-93% -$30.1K ﹤0.01% 2689
2024
Q3 		$29.7K Buy
522
+10
+2% +$510 ﹤0.01% 1287
2024
Q2 		$25.7K Hold
512
– – ﹤0.01% 1381
2024
Q1 		$18.5K Hold
512
– – ﹤0.01% 1398
2023
Q4 		$16.3K Hold
512
– – ﹤0.01% 1332
2023
Q3 		$16.2K Buy
+512
New +$14.9K ﹤0.01% 1209

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

EverSource Wealth Advisors's STEP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its StepStone Group (STEP) stake by 12% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,319 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

EverSource Wealth Advisors first reported a position in STEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $179K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • EverSource Wealth Advisors held 3,319 shares of StepStone Group worth $137K as of Q2 2026.
  • EverSource Wealth Advisors bought 345 StepStone Group shares in Q2 2026, an estimated $17.1K.
  • StepStone Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1215 holding.
  • EverSource Wealth Advisors first reported a position in StepStone Group in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's StepStone Group position peaked at $179K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.