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Independent Advisor Alliance’s StepStone Group STEP Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-15,564
Closed -$813K – 928
2025
Q1 		$813K Buy
+15,564
New +$916K 0.03% 410

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Independent Advisor Alliance's STEP Position: Q2 2025 in Review

Independent Advisor Alliance sold out of StepStone Group (STEP) in Q2 2025, closing a stake of 15,564 shares — an estimated $813K sold.

Independent Advisor Alliance first reported a position in STEP in Q1 2025 and held it in 1 quarter. The position peaked at $813K in Q1 2025. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

  • Independent Advisor Alliance reported no remaining StepStone Group position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,564 StepStone Group shares in Q2 2025, an estimated $813K.
  • Independent Advisor Alliance first reported a position in StepStone Group in Q1 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's StepStone Group position peaked at $813K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.