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Stone House Investment Management’s StepStone Group STEP Stock Holding History

Stone House Investment 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
Q1 		– Sell
-11
Closed -$706 – 1150
2025
Q4 		$706 Hold
11
– – ﹤0.01% 680
2025
Q3 		$718 Buy
+11
New +$671 ﹤0.01% 598

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stone House Investment Management's STEP Position: Q1 2026 in Review

Stone House Investment Management sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 11 shares — an estimated $706 sold.

Stone House Investment Management first reported a position in STEP in Q3 2025 and held it in 2 quarters. The position peaked at $718 in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Stone House Investment Management reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 11 StepStone Group shares in Q1 2026, an estimated $706.
  • Stone House Investment Management first reported a position in StepStone Group in Q3 2025 and held it in 2 quarters.
  • Stone House Investment Management's StepStone Group position peaked at $718 in Q3 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.