Handelsbanken Fonder

Handelsbanken Fonder’s StepStone Group STEP Stock Holding History

Handelsbanken Fonder’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	$998K	Hold	24,128	–	–	﹤0.01%	1142
2026 Q1	$1.15M	Buy	24,128 +600	+3%	+$34.7K	﹤0.01%	982
2025 Q4	$1.51M	Buy	23,528 +10,200	+77%	+$645K	﹤0.01%	860
2025 Q3	$870K	Hold	13,328	–	–	﹤0.01%	1065
2025 Q2	$740K	Sell	13,328 -7,900	-37%	-$423K	﹤0.01%	1077
2025 Q1	$1.11M	Buy	21,228 +6,500	+44%	+$382K	﹤0.01%	894
2024 Q4	$852K	Hold	14,728	–	–	﹤0.01%	1039
2024 Q3	$837K	Buy	14,728 +6,600	+81%	+$336K	﹤0.01%	1013
2024 Q2	$373K	Hold	8,128	–	–	﹤0.01%	1290
2024 Q1	$290K	Hold	8,128	–	–	﹤0.01%	1393
2023 Q4	$259K	Hold	8,128	–	–	﹤0.01%	1438
2023 Q3	$257K	Buy	+8,128	New	+$236K	﹤0.01%	1367

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return