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HighTower Advisors’s
StepStone Group
STEP
Stock Holding History
HighTower Advisors’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
Q1
–
Sell
-44,573
Closed
-$2.86M
–
3936
2025
Q4
$2.86M
Buy
44,573
+1,346
+3%
+$85.1K
﹤0.01%
1491
2025
Q3
$2.82M
Buy
43,227
+924
+2%
+$56.4K
﹤0.01%
1447
2025
Q2
$2.35M
Buy
42,303
+672
+2%
+$36K
﹤0.01%
1483
2025
Q1
$2.17M
Sell
41,631
-8,854
-18%
-$521K
﹤0.01%
1483
2024
Q4
$2.92M
Sell
50,485
-2,915
-5%
-$181K
﹤0.01%
1304
2024
Q3
$3.05M
Buy
53,400
+48,385
+965%
+$2.47M
﹤0.01%
1273
2024
Q2
$229K
Buy
+5,015
New
+$197K
﹤0.01%
2940
Other funds holding STEP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
PWA
Pitcairn Wealth Advisors
Conshohocken, Pennsylvania
$1.09B AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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