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Physician Wealth Advisors’s StepStone Group STEP Stock Holding History

Physician Wealth Advisors’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
Q2 		$455 Buy
+11
New +$544 ﹤0.01% 2178
2026
Q1 		– Sell
-17
Closed -$1.09K – 2224
2025
Q4 		$1.09K Buy
17
+6
+55% +$379 ﹤0.01% 1572
2025
Q3 		$719 Hold
11
– – ﹤0.01% 1721
2025
Q2 		$611 Buy
+11
New +$589 ﹤0.01% 1658

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Physician Wealth Advisors's STEP Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in StepStone Group (STEP) in Q2 2026: 11 shares worth $455. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in STEP as recently as Q4 2025.

Physician Wealth Advisors first reported a position in STEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.09K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Physician Wealth Advisors held 11 shares of StepStone Group worth $455 as of Q2 2026.
  • StepStone Group was a new Physician Wealth Advisors position in Q2 2026.
  • StepStone Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2178 holding.
  • Physician Wealth Advisors first reported a position in StepStone Group in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's StepStone Group position peaked at $1.09K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.