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 Q3	$2.65K	Sell	61 -2	-3%	-$93	﹤0.01%	1850
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	+$1.12K	﹤0.01%	2015

Other funds holding STEP

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's STEP Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its StepStone Group (STEP) stake by 3.2% in Q3 2026, selling an estimated $93 and leaving 61 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

MassMutual Private Wealth & Trust first reported a position in STEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.31K in Q1 2025. 105 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

MassMutual Private Wealth & Trust held 61 shares of StepStone Group worth $2.65K as of Q3 2026.
MassMutual Private Wealth & Trust sold 2 StepStone Group shares in Q3 2026, an estimated $93.
StepStone Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1850 holding.
MassMutual Private Wealth & Trust first reported a position in StepStone Group in Q4 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's StepStone Group position peaked at $7.31K in Q1 2025.
105 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.