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True Wealth Design’s StepStone Group STEP Stock Holding History

True Wealth Design’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 		$83 Sell
2
-79
-98% -$3.91K ﹤0.01% 2559
2026
Q1 		$3.87K Buy
81
+56
+224% +$3.23K ﹤0.01% 1302
2025
Q4 		$1.6K Hold
25
– – ﹤0.01% 1533
2025
Q3 		$1.63K Hold
25
– – ﹤0.01% 1543
2025
Q2 		$1.39K Hold
25
– – ﹤0.01% 1333
2025
Q1 		$1.31K Buy
+25
New +$1.47K ﹤0.01% 1165

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

True Wealth Design's STEP Position: Q2 2026 in Review

True Wealth Design reduced its StepStone Group (STEP) stake by 98% in Q2 2026, selling an estimated $3.91K and leaving 2 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

True Wealth Design first reported a position in STEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.87K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • True Wealth Design held 2 shares of StepStone Group worth $83 as of Q2 2026.
  • True Wealth Design sold 79 StepStone Group shares in Q2 2026, an estimated $3.91K.
  • StepStone Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2559 holding.
  • True Wealth Design first reported a position in StepStone Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's StepStone Group position peaked at $3.87K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.