Fidelity Investments
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Fidelity Investments’s StepStone Group STEP Stock Holding History

Fidelity Investments’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 		$5.03M Sell
121,628
-873,527
-88% -$43.2M ﹤0.01% 2408
2026
Q1 		$47.5M Sell
995,155
-35,630
-3% -$2.06M ﹤0.01% 1461
2025
Q4 		$66.1M Sell
1,030,785
-801,515
-44% -$50.7M ﹤0.01% 1326
2025
Q3 		$120M Sell
1,832,300
-600,227
-25% -$36.6M 0.01% 1101
2025
Q2 		$135M Sell
2,432,527
-1,369,176
-36% -$73.3M 0.01% 985
2025
Q1 		$199M Sell
3,801,703
-140,064
-4% -$8.24M 0.01% 796
2024
Q4 		$228M Sell
3,941,767
-58,052
-1% -$3.6M 0.01% 766
2024
Q3 		$227M Buy
3,999,819
+141,637
+4% +$7.22M 0.01% 786
2024
Q2 		$177M Sell
3,858,182
-19,875
-0.5% -$781K 0.01% 824
2024
Q1 		$139M Buy
3,878,057
+1,194,782
+45% +$40.4M 0.01% 929
2023
Q4 		$85.4M Sell
2,683,275
-49,638
-2% -$1.4M 0.01% 1072
2023
Q3 		$86.3M Buy
2,732,913
+95,883
+4% +$2.78M 0.01% 1040
2023
Q2 		$65.4M Buy
2,637,030
+2,366
+0.1% +$54.3K 0.01% 1173
2023
Q1 		$63.9M Sell
2,634,664
-12,620
-0.5% -$345K 0.01% 1159
2022
Q4 		$66.7M Sell
2,647,284
-124,057
-4% -$3.47M 0.01% 1126
2022
Q3 		$67.9M Sell
2,771,341
-197,874
-7% -$5.39M 0.01% 1113
2022
Q2 		$77.3M Sell
2,969,215
-22,179
-0.7% -$604K 0.01% 1069
2022
Q1 		$98.9M Sell
2,991,394
-340,937
-10% -$11.7M 0.01% 1065
2021
Q4 		$139M Sell
3,332,331
-793,270
-19% -$35M 0.01% 946
2021
Q3 		$176M Sell
4,125,601
-376,486
-8% -$16.7M 0.01% 862
2021
Q2 		$155M Sell
4,502,087
-1,936,610
-30% -$64.4M 0.01% 924
2021
Q1 		$227M Sell
6,438,697
-804,649
-11% -$28.3M 0.02% 736
2020
Q4 		$275M Buy
7,243,346
+28,563
+0.4% +$828K 0.02% 619
2020
Q3 		$174M Buy
+7,214,783
New +$184M 0.02% 684

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

Fidelity Investments's STEP Position: Q2 2026 in Review

Fidelity Investments reduced its StepStone Group (STEP) stake by 88% in Q2 2026, selling an estimated $43.2M and leaving 121,628 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Fidelity Investments first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $275M in Q4 2020. 274 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Fidelity Investments held 121,628 shares of StepStone Group worth $5.03M as of Q2 2026.
  • Fidelity Investments sold 873,527 StepStone Group shares in Q2 2026, an estimated $43.2M.
  • StepStone Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2408 holding.
  • Fidelity Investments first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • Fidelity Investments's StepStone Group position peaked at $275M in Q4 2020.
  • 274 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.