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Nisa Investment Advisors’s
StepStone Group
STEP
Stock Holding History
Nisa Investment Advisors’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
Q1
$40.3K
Sell
844
-169
-17%
-$9.76K
﹤0.01%
1760
2025
Q4
$65K
Buy
1,013
+97
+11%
+$6.13K
﹤0.01%
1559
2025
Q3
$59.8K
Buy
916
+240
+36%
+$14.6K
﹤0.01%
1584
2025
Q2
$37.5K
Buy
676
+99
+17%
+$5.3K
﹤0.01%
1673
2025
Q1
$30.1K
Sell
577
-1,025
-64%
-$60.3K
﹤0.01%
1740
2024
Q4
$92.7K
Buy
1,602
+1,000
+166%
+$62K
﹤0.01%
1495
2024
Q3
$34.2K
Hold
602
–
–
﹤0.01%
1743
2024
Q2
$27.6K
Buy
602
+5
+0.8%
+$197
﹤0.01%
1830
2024
Q1
$21.3K
Hold
597
–
–
﹤0.01%
1864
2023
Q4
$19K
Sell
597
-300
-33%
-$8.47K
﹤0.01%
1897
2023
Q3
$28.3K
Hold
897
–
–
﹤0.01%
1901
2023
Q2
$22.3K
Sell
897
-287
-24%
-$6.59K
﹤0.01%
2060
2023
Q1
$29K
Sell
1,184
-1,446
-55%
-$39.5K
﹤0.01%
1893
2022
Q4
$66K
Hold
2,630
–
–
﹤0.01%
1690
2022
Q3
$77K
Buy
2,630
+280
+12%
+$7.63K
﹤0.01%
1595
2022
Q2
$61K
Sell
2,350
-13,150
-85%
-$358K
﹤0.01%
1671
2022
Q1
$512K
Buy
+15,500
New
+$534K
﹤0.01%
1075
Other funds holding STEP
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
PWA
Pitcairn Wealth Advisors
Conshohocken, Pennsylvania
$1.09B AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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