Wellington Management Group
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Wellington Management Group’s StepStone Group STEP Stock Holding History

Wellington Management Group’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 		$215M Sell
5,189,963
-50,110
-1% -$2.48M 0.04% 370
2026
Q1 		$250M Sell
5,240,073
-987,680
-16% -$57M 0.05% 338
2025
Q4 		$400M Buy
6,227,753
+504,680
+9% +$31.9M 0.07% 239
2025
Q3 		$374M Buy
5,723,073
+2,257,880
+65% +$138M 0.07% 256
2025
Q2 		$192M Sell
3,465,193
-114,964
-3% -$6.15M 0.03% 363
2025
Q1 		$187M Buy
3,580,157
+94,477
+3% +$5.56M 0.04% 361
2024
Q4 		$202M Sell
3,485,680
-2,013,672
-37% -$125M 0.04% 364
2024
Q3 		$313M Sell
5,499,352
-219,764
-4% -$11.2M 0.05% 295
2024
Q2 		$262M Sell
5,719,116
-2,386,281
-29% -$93.8M 0.05% 326
2024
Q1 		$290M Buy
8,105,397
+1,110,900
+16% +$37.6M 0.05% 321
2023
Q4 		$223M Buy
6,994,497
+627,059
+10% +$17.7M 0.04% 368
2023
Q3 		$201M Buy
6,367,438
+525,538
+9% +$15.3M 0.04% 369
2023
Q2 		$145M Buy
5,841,900
+345,987
+6% +$7.94M 0.03% 456
2023
Q1 		$133M Buy
5,495,913
+696,286
+15% +$19M 0.03% 473
2022
Q4 		$121M Buy
4,799,627
+352,435
+8% +$9.85M 0.02% 488
2022
Q3 		$109M Buy
4,447,192
+246,916
+6% +$6.73M 0.02% 498
2022
Q2 		$109M Buy
4,200,276
+2,455,712
+141% +$66.8M 0.02% 515
2022
Q1 		$57.7M Buy
1,744,564
+939,445
+117% +$32.3M 0.01% 716
2021
Q4 		$33.5M Sell
805,119
-203,542
-20% -$8.99M 0.01% 958
2021
Q3 		$43M Sell
1,008,661
-514,053
-34% -$22.7M 0.01% 858
2021
Q2 		$52.4M Buy
1,522,714
+557,941
+58% +$18.6M 0.01% 810
2021
Q1 		$34M Sell
964,773
-1,115,492
-54% -$39.3M 0.01% 922
2020
Q4 		$82.8M Sell
2,080,265
-722,716
-26% -$20.9M 0.02% 639
2020
Q3 		$74.6M Buy
+2,802,981
New +$71.5M 0.02% 590

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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Wellington Management Group's STEP Position: Q2 2026 in Review

Wellington Management Group reduced its StepStone Group (STEP) stake by 0.96% in Q2 2026, selling an estimated $2.48M and leaving 5,189,963 shares worth $215M. The position accounts for 0.04% of the portfolio, ranked #370.

Wellington Management Group first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $400M in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Wellington Management Group held 5,189,963 shares of StepStone Group worth $215M as of Q2 2026.
  • Wellington Management Group sold 50,110 StepStone Group shares in Q2 2026, an estimated $2.48M.
  • StepStone Group made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #370 holding.
  • Wellington Management Group first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • Wellington Management Group's StepStone Group position peaked at $400M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.