JWM
STEP icon

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
Q2 		– Sell
-15
Closed -$716 – 1970
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 $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JPL Wealth Management's STEP Position: Q2 2026 in Review

JPL Wealth Management sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 15 shares — an estimated $716 sold.

JPL Wealth Management first reported a position in STEP in Q3 2025 and held it in 2 quarters. The position peaked at $980 in Q3 2025. 274 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • JPL Wealth Management reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 15 StepStone Group shares in Q2 2026, an estimated $716.
  • JPL Wealth Management first reported a position in StepStone Group in Q3 2025 and held it in 2 quarters.
  • JPL Wealth Management's StepStone Group position peaked at $980 in Q3 2025.
  • 274 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.