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Parkworth Wealth Management’s StepStone Group STEP Stock Holding History

Parkworth Wealth 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
2025
Q2 		$56 Hold
1
– – ﹤0.01% 1261
2025
Q1 		$52 Hold
1
– – ﹤0.01% 1105
2024
Q4 		$58 Buy
+1
New +$62 ﹤0.01% 1128

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Parkworth Wealth Management's STEP Position: Q2 2025 in Review

Parkworth Wealth Management held its StepStone Group (STEP) position steady in Q2 2025 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Parkworth Wealth Management first reported a position in STEP in Q4 2024 and has held it in 3 quarters since. The position peaked at $58 in Q4 2024. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

  • Parkworth Wealth Management held 1 share of StepStone Group worth $56 as of Q2 2025.
  • Parkworth Wealth Management left its StepStone Group share count unchanged in Q2 2025.
  • StepStone Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1261 holding.
  • Parkworth Wealth Management first reported a position in StepStone Group in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's StepStone Group position peaked at $58 in Q4 2024.
  • 268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.