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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
Q2 		$1.49K Sell
36
-55
-60% -$2.72K ﹤0.01% 2885
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

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

Rothschild Investment LLC's STEP Position: Q2 2026 in Review

Rothschild Investment LLC reduced its StepStone Group (STEP) stake by 60% in Q2 2026, selling an estimated $2.72K and leaving 36 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Rothschild Investment LLC first reported a position in STEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.8K in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Rothschild Investment LLC held 36 shares of StepStone Group worth $1.49K as of Q2 2026.
  • Rothschild Investment LLC sold 55 StepStone Group shares in Q2 2026, an estimated $2.72K.
  • StepStone Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2885 holding.
  • Rothschild Investment LLC first reported a position in StepStone Group in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's StepStone Group position peaked at $17.8K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.