ORG Wealth Partners’s StepStone Group STEP Stock Holding History

ORG Wealth 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
2026 Q3	$737	Buy	+17	New	+$792	﹤0.01%	1885

Other funds holding STEP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

ORG Wealth Partners's STEP Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in StepStone Group (STEP) in Q3 2026: 17 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

205 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

ORG Wealth Partners held 17 shares of StepStone Group worth $737 as of Q3 2026.
StepStone Group was a new ORG Wealth Partners position in Q3 2026.
StepStone Group made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1885 holding.
205 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.