Stephens Consulting’s StepStone Group STEP Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-25	Closed	-$1.31K	–	1903
2025 Q1	$1.31K	Buy	+25	New	+$1.47K	﹤0.01%	542

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Stephens Consulting's STEP Position: Q2 2025 in Review

Stephens Consulting sold out of StepStone Group (STEP) in Q2 2025, closing a stake of 25 shares — an estimated $1.31K sold.

Stephens Consulting first reported a position in STEP in Q1 2025 and held it in 1 quarter. The position peaked at $1.31K in Q1 2025. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

Stephens Consulting reported no remaining StepStone Group position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 25 StepStone Group shares in Q2 2025, an estimated $1.31K.
Stephens Consulting first reported a position in StepStone Group in Q1 2025 and held it in 1 quarter.
Stephens Consulting's StepStone Group position peaked at $1.31K in Q1 2025.
268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.