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&Partners’s StepStone Group STEP Stock Holding History

&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
Q1 		– Sell
-4,137
Closed -$265K – 2463
2025
Q4 		$265K Buy
4,137
+446
+12% +$28.2K ﹤0.01% 1988
2025
Q3 		$241K Buy
3,691
+28
+0.8% +$1.71K ﹤0.01% 1862
2025
Q2 		$203K Sell
3,663
-990
-21% -$53K ﹤0.01% 1834
2025
Q1 		$241K Buy
4,653
+1,060
+30% +$62.4K ﹤0.01% 1527
2024
Q4 		$217K Buy
+3,593
New +$223K ﹤0.01% 1499

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $141B AUM 30.34% 1-Year Est. Return