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Keebeck Wealth Management’s StepStone Group STEP Stock Holding History

Keebeck 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 		$864K Sell
20,889
-8,159
-28% -$404K 0.08% 181
2026
Q1 		$1.39M Hold
29,048
– – 0.16% 132
2025
Q4 		$1.86M Sell
29,048
-2,809
-9% -$178K 0.22% 115
2025
Q3 		$2.08M Sell
31,857
-911
-3% -$55.6K 0.25% 103
2025
Q2 		$1.82M Sell
32,768
-213
-0.6% -$11.4K 0.24% 105
2025
Q1 		$1.72M Sell
32,981
-303
-0.9% -$17.8K 0.25% 102
2024
Q4 		$1.93M Sell
33,284
-220
-0.7% -$13.6K 0.28% 92
2024
Q3 		$1.9M Sell
33,504
-1,483
-4% -$75.6K 0.28% 97
2024
Q2 		$1.61M Sell
34,987
-11,336
-24% -$446K 0.24% 105
2024
Q1 		$1.66M Buy
46,323
+1,770
+4% +$59.9K 0.24% 111
2023
Q4 		$1.42M Buy
44,553
+9,240
+26% +$261K 0.23% 107
2023
Q3 		$1.12M Buy
35,313
+3,619
+11% +$105K 0.19% 118
2023
Q2 		$786K Buy
31,694
+17,720
+127% +$407K 0.11% 143
2023
Q1 		$339K Buy
+13,974
New +$382K 0.05% 199

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

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

Keebeck Wealth Management reduced its StepStone Group (STEP) stake by 28% in Q2 2026, selling an estimated $404K and leaving 20,889 shares worth $864K. The position accounts for 0.08% of the portfolio, ranked #181.

Keebeck Wealth Management first reported a position in STEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Keebeck Wealth Management held 20,889 shares of StepStone Group worth $864K as of Q2 2026.
  • Keebeck Wealth Management sold 8,159 StepStone Group shares in Q2 2026, an estimated $404K.
  • StepStone Group made up 0.08% of Keebeck Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Keebeck Wealth Management first reported a position in StepStone Group in Q1 2023 and has held it in 14 quarters since.
  • Keebeck Wealth Management's StepStone Group position peaked at $2.08M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.