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
Q3 		$534K Buy
+12,160
New +$566K ﹤0.01% 2746
2026
Q2 		– Sell
-6,553
Closed -$308K – 4220
2026
Q1 		$308K Buy
+6,553
New +$378K ﹤0.01% 2745

Other funds holding STEP

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's STEP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in StepStone Group (STEP) in Q3 2026: 12,160 shares worth $534K. The stake represents ﹤0.01% of the portfolio and ranks #2746 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in STEP as recently as Q1 2026.

Wealth Enhancement Advisory Services first reported a position in STEP in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,160 shares of StepStone Group worth $534K as of Q3 2026.
  • StepStone Group was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • StepStone Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2746 holding.
  • Wealth Enhancement Advisory Services first reported a position in StepStone Group in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.