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Spire Wealth Management’s StepStone Group STEP Stock Holding History

Spire Wealth 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 		– Sell
-300
Closed -$14.3K – 2371
2026
Q1 		$14.3K Sell
300
-500
-63% -$28.9K ﹤0.01% 1521
2025
Q4 		$51.3K Buy
800
+300
+60% +$19K ﹤0.01% 1177
2025
Q3 		$32.7K Hold
500
– – ﹤0.01% 1366
2025
Q2 		$27.8K Sell
500
-300
-38% -$16.1K ﹤0.01% 1396
2025
Q1 		$41.8K Hold
800
– – ﹤0.01% 1344
2024
Q4 		$46.3K Hold
800
– – ﹤0.01% 1315
2024
Q3 		$45.5K Buy
+800
New +$40.8K ﹤0.01% 1159

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

Spire Wealth Management's STEP Position: Q2 2026 in Review

Spire Wealth Management sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 300 shares — an estimated $14.3K sold.

Spire Wealth Management first reported a position in STEP in Q3 2024 and held it in 7 quarters. The position peaked at $51.3K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Spire Wealth Management reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 300 StepStone Group shares in Q2 2026, an estimated $14.3K.
  • Spire Wealth Management first reported a position in StepStone Group in Q3 2024 and held it in 7 quarters.
  • Spire Wealth Management's StepStone Group position peaked at $51.3K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.