Principal Financial Group’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
360,253
+12,328
| +4% | +$712K | 0.01% | 1011 |
|
|
2025
Q4 | $22.3M | Sell |
347,925
-139,536
| -29% | -$8.82M | 0.01% | 832 |
|
|
2025
Q3 | $31.8M | Buy |
487,461
+160,318
| +49% | +$9.78M | 0.02% | 635 |
|
|
2025
Q2 | $18.2M | Sell |
327,143
-2,397
| -0.7% | -$128K | 0.01% | 889 |
|
|
2025
Q1 | $17.2M | Sell |
329,540
-108,590
| -25% | -$6.39M | 0.01% | 927 |
|
|
2024
Q4 | $25.4M | Buy |
438,130
+20,285
| +5% | +$1.26M | 0.01% | 719 |
|
|
2024
Q3 | $23.7M | Buy |
417,845
+126,315
| +43% | +$6.44M | 0.01% | 750 |
|
|
2024
Q2 | $13.4M | Buy |
291,530
+264,811
| +991% | +$10.4M | 0.01% | 1115 |
|
|
2024
Q1 | $955K | Sell |
26,719
-3,147
| -11% | -$106K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $951K | Buy |
29,866
+7,892
| +36% | +$223K | ﹤0.01% | 1847 |
|
|
2023
Q3 | $694K | Buy |
21,974
+5,089
| +30% | +$148K | ﹤0.01% | 1893 |
|
|
2023
Q2 | $419K | Sell |
16,885
-7,555
| -31% | -$173K | ﹤0.01% | 1992 |
|
|
2023
Q1 | $593K | Sell |
24,440
-4,903
| -17% | -$134K | ﹤0.01% | 1935 |
|
|
2022
Q4 | $739K | Buy |
29,343
+10,888
| +59% | +$304K | ﹤0.01% | 1898 |
|
|
2022
Q3 | $452K | Sell |
18,455
-19,401
| -51% | -$528K | ﹤0.01% | 1982 |
|
|
2022
Q2 | $985K | Sell |
37,856
-17,838
| -32% | -$486K | ﹤0.01% | 1921 |
|
|
2022
Q1 | $1.84M | Sell |
55,694
-19,227
| -26% | -$662K | ﹤0.01% | 1874 |
|
|
2021
Q4 | $3.12M | Buy |
74,921
+66,435
| +783% | +$2.93M | ﹤0.01% | 1790 |
|
|
2021
Q3 | $362K | Buy |
8,486
+2,517
| +42% | +$111K | ﹤0.01% | 2258 |
|
|
2021
Q2 | $205K | Buy |
+5,969
| New | +$198K | ﹤0.01% | 2474 |
|
|
2020
Q4 | – | Sell |
-51,033
| Closed | -$1.36M | – | 2457 |
|
|
2020
Q3 | $1.36M | Buy |
+51,033
| New | +$1.3M | ﹤0.01% | 1813 |
|
Other funds holding STEP
PWA
VPM
VCM
