Wealth Enhancement Advisory Services
STEP icon

Wealth Enhancement Advisory Services’s StepStone Group STEP Stock Holding History

Wealth Enhancement Advisory Services’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
-6,553
Closed -$308K – 4220
2026
Q1 		$308K Buy
+6,553
New +$378K ﹤0.01% 2745

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Wealth Enhancement Advisory Services's STEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 6,553 shares — an estimated $308K sold.

Wealth Enhancement Advisory Services first reported a position in STEP in Q1 2026 and held it in 1 quarter. The position peaked at $308K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,553 StepStone Group shares in Q2 2026, an estimated $308K.
  • Wealth Enhancement Advisory Services first reported a position in StepStone Group in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's StepStone Group position peaked at $308K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.