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WealthTrak Capital Management’s StepStone Group STEP Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-10
Closed -$555 – 780
2025
Q2 		$555 Hold
10
– – ﹤0.01% 633
2025
Q1 		$523 Buy
10
+5
+100% +$294 ﹤0.01% 644
2024
Q4 		$290 Buy
+5
New +$310 ﹤0.01% 726

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WealthTrak Capital Management's STEP Position: Q3 2025 in Review

WealthTrak Capital Management sold out of StepStone Group (STEP) in Q3 2025, closing a stake of 10 shares — an estimated $555 sold.

WealthTrak Capital Management first reported a position in STEP in Q4 2024 and held it in 3 quarters. The position peaked at $555 in Q2 2025. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

  • WealthTrak Capital Management reported no remaining StepStone Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 StepStone Group shares in Q3 2025, an estimated $555.
  • WealthTrak Capital Management first reported a position in StepStone Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's StepStone Group position peaked at $555 in Q2 2025.
  • 257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.