Integrated Wealth Concepts’s StepStone Group STEP Stock Holding History

Integrated Wealth Concepts’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 Q2	$7.11K	Buy	+172	New	+$8.51K	﹤0.01%	4776

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Integrated Wealth Concepts's STEP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in StepStone Group (STEP) in Q2 2026: 172 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #4776 among its holdings.

273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Integrated Wealth Concepts held 172 shares of StepStone Group worth $7.11K as of Q2 2026.
StepStone Group was a new Integrated Wealth Concepts position in Q2 2026.
StepStone Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4776 holding.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.