EWA
STEP icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return