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Global Retirement Partners’s StepStone Group STEP Stock Holding History

Global Retirement Partners’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
2025
Q4 		$4.17K Hold
65
– – ﹤0.01% 3493
2025
Q3 		$4.25K Sell
65
-16
-20% -$976 ﹤0.01% 3044
2025
Q2 		$4.5K Buy
+81
New +$4.34K ﹤0.01% 2954
2024
Q4 		$3.65K Hold
63
– – ﹤0.01% 2835
2024
Q3 		$3.58K Hold
63
– – ﹤0.01% 2708
2024
Q2 		$2.89K Hold
63
– – ﹤0.01% 2830
2024
Q1 		$2.25K Hold
63
– – ﹤0.01% 2702
2023
Q4 		$2.01K Buy
63
+35
+125% +$989 ﹤0.01% 2671
2023
Q3 		$843 Hold
28
– – ﹤0.01% 2813
2023
Q2 		$695 Hold
28
– – ﹤0.01% 2871
2023
Q1 		$603 Buy
+28
New +$765 ﹤0.01% 2882

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's STEP Position: Q4 2025 in Review

Global Retirement Partners held its StepStone Group (STEP) position steady in Q4 2025 at 65 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3493.

Global Retirement Partners first reported a position in STEP in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.5K in Q2 2025. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • Global Retirement Partners held 65 shares of StepStone Group worth $4.17K as of Q4 2025.
  • Global Retirement Partners left its StepStone Group share count unchanged in Q4 2025.
  • StepStone Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3493 holding.
  • Global Retirement Partners first reported a position in StepStone Group in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's StepStone Group position peaked at $4.5K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.