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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
Q3 		$1.56K Buy
36
+34
+1,700% +$1.58K ﹤0.01% 1770
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's STEP Position: Q3 2026 in Review

True Wealth Design increased its StepStone Group (STEP) stake by 1,700% in Q3 2026, buying an estimated $1.58K and bringing the position to 36 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

True Wealth Design first reported a position in STEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.87K in Q1 2026. 10 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • True Wealth Design held 36 shares of StepStone Group worth $1.56K as of Q3 2026.
  • True Wealth Design bought 34 StepStone Group shares in Q3 2026, an estimated $1.58K.
  • StepStone Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1770 holding.
  • True Wealth Design first reported a position in StepStone Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's StepStone Group position peaked at $3.87K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.