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Rothschild Investment LLC’s StepStone Group STEP Stock Holding History

Rothschild Investment LLC’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 		$4.34K Sell
91
-24
-21% -$1.39K ﹤0.01% 2131
2025
Q4 		$7.38K Sell
115
-158
-58% -$9.99K ﹤0.01% 1702
2025
Q3 		$17.8K Buy
273
+123
+82% +$7.5K ﹤0.01% 1265
2025
Q2 		$8.32K Buy
150
+25
+20% +$1.34K ﹤0.01% 1288
2025
Q1 		$6.53K Buy
125
+55
+79% +$3.23K ﹤0.01% 1316
2024
Q4 		$4.05K Buy
70
+15
+27% +$930 ﹤0.01% 1429
2024
Q3 		$3.13K Buy
55
+35
+175% +$1.78K ﹤0.01% 1485
2024
Q2 		$918 Buy
20
+15
+300% +$590 ﹤0.01% 1704
2024
Q1 		$179 Buy
+5
New +$169 ﹤0.01% 1799

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