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Gilpin Wealth Management’s StepStone Group STEP Stock Holding History

Gilpin Wealth Management’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 		$207 Buy
+5
New +$247 ﹤0.01% 910
2026
Q1 		– Sell
-7
Closed -$450 – 1075
2025
Q4 		$450 Buy
+7
New +$443 ﹤0.01% 465

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

Gilpin Wealth Management's STEP Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in StepStone Group (STEP) in Q2 2026: 5 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in STEP as recently as Q4 2025.

Gilpin Wealth Management first reported a position in STEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $450 in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of StepStone Group worth $207 as of Q2 2026.
  • StepStone Group was a new Gilpin Wealth Management position in Q2 2026.
  • StepStone Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Gilpin Wealth Management first reported a position in StepStone Group in Q4 2025 and has held it in 2 quarters since.
  • Gilpin Wealth Management's StepStone Group position peaked at $450 in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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