Morgan Stanley
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Morgan Stanley’s StepStone Group STEP Stock Holding History

Morgan Stanley’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 		$44.8M Buy
1,084,346
+337,299
+45% +$16.7M ﹤0.01% 2347
2026
Q1 		$35.6M Sell
747,047
-46,102
-6% -$2.66M ﹤0.01% 2430
2025
Q4 		$50.9M Buy
793,149
+248,931
+46% +$15.7M ﹤0.01% 2063
2025
Q3 		$35.5M Sell
544,218
-23,031
-4% -$1.41M ﹤0.01% 2328
2025
Q2 		$31.5M Sell
567,249
-80,886
-12% -$4.33M ﹤0.01% 2359
2025
Q1 		$33.9M Buy
648,135
+39,175
+6% +$2.3M ﹤0.01% 2177
2024
Q4 		$35.2M Sell
608,960
-86,454
-12% -$5.36M ﹤0.01% 2170
2024
Q3 		$39.5M Buy
695,414
+267,854
+63% +$13.6M ﹤0.01% 2080
2024
Q2 		$19.6M Buy
427,560
+291,720
+215% +$11.5M ﹤0.01% 2692
2024
Q1 		$4.85M Sell
135,840
-209,902
-61% -$7.1M ﹤0.01% 3931
2023
Q4 		$11M Buy
345,742
+68,886
+25% +$1.95M ﹤0.01% 3240
2023
Q3 		$8.74M Sell
276,856
-37,224
-12% -$1.08M ﹤0.01% 3243
2023
Q2 		$7.79M Sell
314,080
-9,827
-3% -$226K ﹤0.01% 3411
2023
Q1 		$7.86M Buy
323,907
+32,610
+11% +$891K ﹤0.01% 3375
2022
Q4 		$7.33M Sell
291,297
-125,522
-30% -$3.51M ﹤0.01% 3384
2022
Q3 		$10.2M Sell
416,819
-1,799
-0.4% -$49K ﹤0.01% 2967
2022
Q2 		$10.9M Sell
418,618
-37,422
-8% -$1.02M ﹤0.01% 2992
2022
Q1 		$15.1M Sell
456,040
-58,516
-11% -$2.01M ﹤0.01% 2434
2021
Q4 		$21.4M Buy
514,556
+280,931
+120% +$12.4M ﹤0.01% 2080
2021
Q3 		$9.96M Buy
233,625
+32,725
+16% +$1.45M ﹤0.01% 2891
2021
Q2 		$6.91M Buy
200,900
+104,052
+107% +$3.46M ﹤0.01% 3427
2021
Q1 		$3.42M Buy
96,848
+52,235
+117% +$1.84M ﹤0.01% 3801
2020
Q4 		$1.77M Buy
44,613
+39,046
+701% +$1.13M ﹤0.01% 4256
2020
Q3 		$148K Buy
+5,567
New +$142K ﹤0.01% 5251

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

Morgan Stanley's STEP Position: Q2 2026 in Review

Morgan Stanley increased its StepStone Group (STEP) stake by 45% in Q2 2026, buying an estimated $16.7M and bringing the position to 1,084,346 shares worth $44.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Morgan Stanley first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $50.9M in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Morgan Stanley held 1,084,346 shares of StepStone Group worth $44.8M as of Q2 2026.
  • Morgan Stanley bought 337,299 StepStone Group shares in Q2 2026, an estimated $16.7M.
  • StepStone Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2347 holding.
  • Morgan Stanley first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's StepStone Group position peaked at $50.9M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.