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Steward Partners Investment Advisory’s StepStone Group STEP Stock Holding History

Steward Partners Investment Advisory’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 		$266K Buy
6,430
+526
+9% +$26K ﹤0.01% 2065
2026
Q1 		$282K Buy
5,904
+5,377
+1,020% +$311K ﹤0.01% 1831
2025
Q4 		$33.8K Hold
527
– – ﹤0.01% 2887
2025
Q3 		$34.4K Buy
527
+410
+350% +$25K ﹤0.01% 2798
2025
Q2 		$6.49K Sell
117
-33
-22% -$1.77K ﹤0.01% 3387
2025
Q1 		$7.83K Sell
150
-311
-67% -$18.3K ﹤0.01% 3204
2024
Q4 		$26.7K Buy
+461
New +$28.6K ﹤0.01% 2640
2022
Q1 		– Sell
-35
Closed -$1K – 3371
2021
Q4 		$1K Sell
35
-125
-78% -$5.52K ﹤0.01% 3126
2021
Q3 		$7K Sell
160
-125
-44% -$5.53K ﹤0.01% 2724
2021
Q2 		$10K Buy
+285
New +$9.47K ﹤0.01% 6068

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

Steward Partners Investment Advisory's STEP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its StepStone Group (STEP) stake by 8.9% in Q2 2026, buying an estimated $26K and bringing the position to 6,430 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Steward Partners Investment Advisory first reported a position in STEP in Q2 2021 and has held it in 10 quarters since. The position peaked at $282K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Steward Partners Investment Advisory held 6,430 shares of StepStone Group worth $266K as of Q2 2026.
  • Steward Partners Investment Advisory bought 526 StepStone Group shares in Q2 2026, an estimated $26K.
  • StepStone Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2065 holding.
  • Steward Partners Investment Advisory first reported a position in StepStone Group in Q2 2021 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's StepStone Group position peaked at $282K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.