ORG Partners’s StepStone Group STEP Stock Holding History

ORG Partners’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	-15	Closed	-$832	–	1670
2025 Q2	$832	Buy	+15	New	+$803	﹤0.01%	1359

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ORG Partners's STEP Position: Q3 2025 in Review

ORG Partners sold out of StepStone Group (STEP) in Q3 2025, closing a stake of 15 shares — an estimated $832 sold.

ORG Partners first reported a position in STEP in Q2 2025 and held it in 1 quarter. The position peaked at $832 in Q2 2025. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

ORG Partners reported no remaining StepStone Group position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 15 StepStone Group shares in Q3 2025, an estimated $832.
ORG Partners first reported a position in StepStone Group in Q2 2025 and held it in 1 quarter.
ORG Partners's StepStone Group position peaked at $832 in Q2 2025.
257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.