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Monument Capital Management’s StepStone Group STEP Stock Holding History

Monument Capital 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
2025
Q3 		– Sell
-4,900
Closed -$272K – 255
2025
Q2 		$272K Buy
+4,900
New +$262K 0.07% 178

Other funds holding STEP

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Monument Capital Management's STEP Position: Q3 2025 in Review

Monument Capital Management sold out of StepStone Group (STEP) in Q3 2025, closing a stake of 4,900 shares — an estimated $272K sold.

Monument Capital Management first reported a position in STEP in Q2 2025 and held it in 1 quarter. The position peaked at $272K in Q2 2025. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

  • Monument Capital Management reported no remaining StepStone Group position as of Q3 2025 after selling out during the quarter.
  • Monument Capital Management sold 4,900 StepStone Group shares in Q3 2025, an estimated $272K.
  • Monument Capital Management first reported a position in StepStone Group in Q2 2025 and held it in 1 quarter.
  • Monument Capital Management's StepStone Group position peaked at $272K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.