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Summit Wealth Group (Colorado)’s StepStone Group STEP Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-19,117
Closed -$887K – 454
2025
Q3 		$887K Buy
+19,117
New +$1.17M 0.14% 105

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s STEP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of StepStone Group (STEP) in Q4 2025, closing a stake of 19,117 shares — an estimated $887K sold.

Summit Wealth Group (Colorado) first reported a position in STEP in Q3 2025 and held it in 1 quarter. The position peaked at $887K in Q3 2025. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining StepStone Group position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 19,117 StepStone Group shares in Q4 2025, an estimated $887K.
  • Summit Wealth Group (Colorado) first reported a position in StepStone Group in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s StepStone Group position peaked at $887K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.