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Hemington Wealth Management’s StepStone Group STEP Stock Holding History

Hemington 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
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1708
2025
Q2 		$0 Hold
6
– – ﹤0.01% 1697
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1733
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1766
2024
Q3 		$0 Buy
+6
New +$306 ﹤0.01% 1723

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hemington Wealth Management's STEP Position: Q3 2025 in Review

Hemington Wealth Management held its StepStone Group (STEP) position steady in Q3 2025 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Hemington Wealth Management first reported a position in STEP in Q3 2024 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

  • Hemington Wealth Management held 6 shares of StepStone Group worth $0 as of Q3 2025.
  • Hemington Wealth Management left its StepStone Group share count unchanged in Q3 2025.
  • StepStone Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1708 holding.
  • Hemington Wealth Management first reported a position in StepStone Group in Q3 2024 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.