MassMutual Private Wealth & Trust’s StepStone Group STEP Stock Holding History

MassMutual Private Wealth & Trust’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	$2.61K	Sell	63 -10	-14%	-$495	﹤0.01%	1919
2026 Q1	$3.48K	Buy	73 +1	+1%	+$58	﹤0.01%	1809
2025 Q4	$4.62K	Hold	72	–	–	﹤0.01%	1705
2025 Q3	$4.7K	Hold	72	–	–	﹤0.01%	1696
2025 Q2	$4K	Sell	72 -68	-49%	-$3.64K	﹤0.01%	1720
2025 Q1	$7.31K	Buy	140 +122	+678%	+$7.18K	﹤0.01%	1419
2024 Q4	$1.04K	Buy	+18	New	+$1.11K	﹤0.01%	2015

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's STEP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its StepStone Group (STEP) stake by 14% in Q2 2026, selling an estimated $495 and leaving 63 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

MassMutual Private Wealth & Trust first reported a position in STEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.31K in Q1 2025. 63 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

MassMutual Private Wealth & Trust held 63 shares of StepStone Group worth $2.61K as of Q2 2026.
MassMutual Private Wealth & Trust sold 10 StepStone Group shares in Q2 2026, an estimated $495.
StepStone Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1919 holding.
MassMutual Private Wealth & Trust first reported a position in StepStone Group in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's StepStone Group position peaked at $7.31K in Q1 2025.
63 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.