Smartleaf Asset Management’s StepStone Group STEP Stock Holding History

Smartleaf Asset Management’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	$7.41K	Hold	184	–	–	﹤0.01%	2498
2026 Q1	$8.56K	Sell	184 -63	-26%	-$3.64K	﹤0.01%	2403
2025 Q4	$16K	Buy	247 +113	+84%	+$7.15K	﹤0.01%	2156
2025 Q3	$8.92K	Buy	134 +40	+43%	+$2.44K	﹤0.01%	2165
2025 Q2	$5.28K	Sell	94 -82	-47%	-$4.39K	﹤0.01%	2029
2025 Q1	$9.12K	Buy	176 +49	+39%	+$2.88K	﹤0.01%	1961
2024 Q4	$7.44K	Buy	127 +56	+79%	+$3.47K	﹤0.01%	2108
2024 Q3	$4.07K	Buy	71 +54	+318%	+$2.75K	﹤0.01%	2215
2024 Q2	$776	Buy	+17	New	+$668	﹤0.01%	2465

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Smartleaf Asset Management's STEP Position: Q2 2026 in Review

Smartleaf Asset Management held its StepStone Group (STEP) position steady in Q2 2026 at 184 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Smartleaf Asset Management first reported a position in STEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $16K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Smartleaf Asset Management held 184 shares of StepStone Group worth $7.41K as of Q2 2026.
Smartleaf Asset Management left its StepStone Group share count unchanged in Q2 2026.
StepStone Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2498 holding.
Smartleaf Asset Management first reported a position in StepStone Group in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's StepStone Group position peaked at $16K in Q4 2025.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.