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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
2026
Q2 		$126K Buy
+3,035
New +$150K ﹤0.01% 1909
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 $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 $3.38T AUM 44.17% 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

Global Retirement Partners's STEP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in StepStone Group (STEP) in Q2 2026: 3,035 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in STEP as recently as Q4 2025.

Global Retirement Partners first reported a position in STEP in Q1 2023 and has held it in 12 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Global Retirement Partners held 3,035 shares of StepStone Group worth $126K as of Q2 2026.
  • StepStone Group was a new Global Retirement Partners position in Q2 2026.
  • StepStone Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1909 holding.
  • Global Retirement Partners first reported a position in StepStone Group in Q1 2023 and has held it in 12 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.