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Harbor Investment Advisory’s StepStone Group STEP Stock Holding History

Harbor Investment Advisory’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 		$2.17K Hold
50
– – ﹤0.01% 1285
2026
Q2 		$2.07K Buy
+50
New +$2.48K ﹤0.01% 1199

Other funds holding STEP

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Harbor Investment Advisory's STEP Position: Q3 2026 in Review

Harbor Investment Advisory held its StepStone Group (STEP) position steady in Q3 2026 at 50 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Harbor Investment Advisory first reported a position in STEP in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Harbor Investment Advisory held 50 shares of StepStone Group worth $2.17K as of Q3 2026.
  • Harbor Investment Advisory left its StepStone Group share count unchanged in Q3 2026.
  • StepStone Group made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1285 holding.
  • Harbor Investment Advisory first reported a position in StepStone Group in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.