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Prestige Wealth Management Group’s StepStone Group STEP Stock Holding History

Prestige Wealth Management Group’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 		$621 Buy
15
+10
+200% +$495 ﹤0.01% 994
2026
Q1 		$239 Buy
+5
New +$289 ﹤0.01% 1062

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

Prestige Wealth Management Group's STEP Position: Q2 2026 in Review

Prestige Wealth Management Group increased its StepStone Group (STEP) stake by 200% in Q2 2026, buying an estimated $495 and bringing the position to 15 shares worth $621. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Prestige Wealth Management Group first reported a position in STEP in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Prestige Wealth Management Group held 15 shares of StepStone Group worth $621 as of Q2 2026.
  • Prestige Wealth Management Group bought 10 StepStone Group shares in Q2 2026, an estimated $495.
  • StepStone Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #994 holding.
  • Prestige Wealth Management Group first reported a position in StepStone Group in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.