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Twin Peaks Wealth Advisors’s StepStone Group STEP Stock Holding History

Twin Peaks Wealth Advisors’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
-43
Closed -$2.05K – 1937
2026
Q1 		$2.05K Buy
+43
New +$2.48K ﹤0.01% 1702
2025
Q3 		– Sell
-121
Closed -$7.42K – 1862
2025
Q2 		$7.42K Buy
+121
New +$6.48K ﹤0.01% 1090

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

Twin Peaks Wealth Advisors's STEP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 43 shares — an estimated $2.05K sold.

Twin Peaks Wealth Advisors first reported a position in STEP in Q2 2025 and held it in 2 quarters. The position peaked at $7.42K in Q2 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 43 StepStone Group shares in Q2 2026, an estimated $2.05K.
  • Twin Peaks Wealth Advisors first reported a position in StepStone Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's StepStone Group position peaked at $7.42K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.