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HSBC Holdings’s
StepStone Group
STEP
Stock Holding History
HSBC Holdings’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
$3.9M
Buy
+80,721
New
+$4.66M
﹤0.01%
1252
2025
Q3
–
Sell
-6,094
Closed
-$340K
–
3110
2025
Q2
$340K
Buy
+6,094
New
+$326K
﹤0.01%
2366
2025
Q1
–
Sell
-15,920
Closed
-$928K
–
3250
2024
Q4
$928K
Buy
15,920
+8,496
+114%
+$526K
﹤0.01%
1844
2024
Q3
$426K
Buy
7,424
+1,200
+19%
+$61.1K
﹤0.01%
2106
2024
Q2
$288K
Buy
6,224
+110
+2%
+$4.32K
﹤0.01%
2313
2024
Q1
$219K
Buy
+6,114
New
+$207K
﹤0.01%
2640
2023
Q4
–
Sell
-10,375
Closed
-$332K
–
2906
2023
Q3
$332K
Sell
10,375
-3,076
-23%
-$89.3K
﹤0.01%
2168
2023
Q2
$333K
Sell
13,451
-7,487
-36%
-$172K
﹤0.01%
2108
2023
Q1
$498K
Buy
+20,938
New
+$572K
﹤0.01%
2047
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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