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JPL Wealth Management’s StepStone Group STEP Stock Holding History

JPL 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
2026
Q1 		$716 Buy
+15
New +$866 ﹤0.01% 1278
2025
Q4 		– Sell
-15
Closed -$980 – 994
2025
Q3 		$980 Buy
+15
New +$915 ﹤0.01% 991

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JPL Wealth Management's STEP Position: Q1 2026 in Review

JPL Wealth Management opened a new position in StepStone Group (STEP) in Q1 2026: 15 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in STEP as recently as Q3 2025.

JPL Wealth Management first reported a position in STEP in Q3 2025 and has held it in 2 quarters since. The position peaked at $980 in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • JPL Wealth Management held 15 shares of StepStone Group worth $716 as of Q1 2026.
  • StepStone Group was a new JPL Wealth Management position in Q1 2026.
  • StepStone Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1278 holding.
  • JPL Wealth Management first reported a position in StepStone Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's StepStone Group position peaked at $980 in Q3 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.