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TopTier Wealth Management’s StepStone Group STEP Stock Holding History

TopTier 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
-11
Closed -$525 – 652
2026
Q1 		$525 Buy
+11
New +$635 ﹤0.01% 586

Other funds holding STEP

BlackRock
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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

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

TopTier Wealth Management sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 11 shares — an estimated $525 sold.

TopTier Wealth Management first reported a position in STEP in Q1 2026 and held it in 1 quarter. The position peaked at $525 in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • TopTier Wealth Management reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 11 StepStone Group shares in Q2 2026, an estimated $525.
  • TopTier Wealth Management first reported a position in StepStone Group in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's StepStone Group position peaked at $525 in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.