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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oppenheimer Asset Management's STEP Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its StepStone Group (STEP) stake by 25% in Q1 2026, selling an estimated $139K and leaving 7,384 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Oppenheimer Asset Management first reported a position in STEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q4 2021. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Oppenheimer Asset Management held 7,384 shares of StepStone Group worth $352K as of Q1 2026.
  • Oppenheimer Asset Management sold 2,403 StepStone Group shares in Q1 2026, an estimated $139K.
  • StepStone Group made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #949 holding.
  • Oppenheimer Asset Management first reported a position in StepStone Group in Q3 2020 and has held it in 23 quarters since.
  • Oppenheimer Asset Management's StepStone Group position peaked at $2.23M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.