Fortitude Family Office’s StepStone Group STEP Stock Holding History

Fortitude Family Office’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 Q3	$1.74K	Buy	40 +20	+100%	+$931	﹤0.01%	2070
2026 Q2	$827	Buy	20 +1	+5%	+$49	﹤0.01%	1818
2026 Q1	$907	Buy	19 +8	+73%	+$462	﹤0.01%	1529
2025 Q4	$706	Hold	11	–	–	﹤0.01%	1586
2025 Q3	$718	Hold	11	–	–	﹤0.01%	1662
2025 Q2	$611	Sell	11 -8	-42%	-$428	﹤0.01%	1706
2025 Q1	$992	Hold	19	–	–	﹤0.01%	1015
2024 Q4	$1.1K	Hold	19	–	–	﹤0.01%	1126
2024 Q3	$1.08K	Hold	19	–	–	﹤0.01%	1093
2024 Q2	$872	Hold	19	–	–	﹤0.01%	892
2024 Q1	$679	Hold	19	–	–	﹤0.01%	921
2023 Q4	$605	Buy	+19	New	+$537	﹤0.01%	970

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Fortitude Family Office's STEP Position: Q3 2026 in Review

Fortitude Family Office increased its StepStone Group (STEP) stake by 100% in Q3 2026, buying an estimated $931 and bringing the position to 40 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Fortitude Family Office first reported a position in STEP in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

Fortitude Family Office held 40 shares of StepStone Group worth $1.74K as of Q3 2026.
Fortitude Family Office bought 20 StepStone Group shares in Q3 2026, an estimated $931.
StepStone Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2070 holding.
Fortitude Family Office first reported a position in StepStone Group in Q4 2023 and has held it in 12 quarters since.
12 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.