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Oppenheimer Asset Management’s StepStone Group STEP Stock Holding History

Oppenheimer Asset 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
2026
Q2 		$361K Buy
8,721
+1,337
+18% +$66.2K ﹤0.01% 952
2026
Q1 		$352K Sell
7,384
-2,403
-25% -$139K ﹤0.01% 949
2025
Q4 		$628K Sell
9,787
-1,112
-10% -$70.3K 0.01% 772
2025
Q3 		$712K Buy
10,899
+649
+6% +$39.6K 0.01% 832
2025
Q2 		$569K Sell
10,250
-13,641
-57% -$730K 0.01% 848
2025
Q1 		$1.25M Sell
23,891
-1,071
-4% -$63K 0.02% 666
2024
Q4 		$1.44M Sell
24,962
-3,246
-12% -$201K 0.02% 629
2024
Q3 		$1.6M Sell
28,208
-4,671
-14% -$238K 0.02% 611
2024
Q2 		$1.51M Sell
32,879
-3,346
-9% -$132K 0.02% 614
2024
Q1 		$1.29M Buy
36,225
+2,587
+8% +$87.5K 0.02% 618
2023
Q4 		$1.07M Sell
33,638
-5,485
-14% -$155K 0.01% 689
2023
Q3 		$1.24M Buy
39,123
+6,665
+21% +$193K 0.02% 634
2023
Q2 		$805K Sell
32,458
-45
-0.1% -$1.03K 0.01% 750
2023
Q1 		$789K Sell
32,503
-4,025
-11% -$110K 0.01% 740
2022
Q4 		$920K Buy
36,528
+209
+0.6% +$5.84K 0.01% 705
2022
Q3 		$890K Sell
36,319
-6,834
-16% -$186K 0.02% 680
2022
Q2 		$1.12M Sell
43,153
-16,436
-28% -$447K 0.02% 640
2022
Q1 		$1.97M Buy
59,589
+6,050
+11% +$208K 0.03% 534
2021
Q4 		$2.23M Buy
53,539
+14,821
+38% +$655K 0.03% 523
2021
Q3 		$1.65M Buy
38,718
+2,851
+8% +$126K 0.02% 592
2021
Q2 		$1.23M Buy
35,867
+816
+2% +$27.1K 0.02% 686
2021
Q1 		$1.24M Buy
35,051
+9,167
+35% +$323K 0.02% 657
2020
Q4 		$1.03M Buy
25,884
+12,398
+92% +$359K 0.02% 673
2020
Q3 		$359K Buy
+13,486
New +$344K 0.01% 890

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's STEP Position: Q2 2026 in Review

Oppenheimer Asset Management increased its StepStone Group (STEP) stake by 18% in Q2 2026, buying an estimated $66.2K and bringing the position to 8,721 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Oppenheimer Asset Management first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.23M in Q4 2021. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Oppenheimer Asset Management held 8,721 shares of StepStone Group worth $361K as of Q2 2026.
  • Oppenheimer Asset Management bought 1,337 StepStone Group shares in Q2 2026, an estimated $66.2K.
  • StepStone Group made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #952 holding.
  • Oppenheimer Asset Management first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • Oppenheimer Asset Management's StepStone Group position peaked at $2.23M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.