Wells Fargo’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
223,040
-49,855
| -18% | -$2.88M | ﹤0.01% | 1981 |
|
|
2025
Q4 | $17.5M | Buy |
272,895
+38,016
| +16% | +$2.4M | ﹤0.01% | 1585 |
|
|
2025
Q3 | $15.3M | Buy |
234,879
+31,121
| +15% | +$1.9M | ﹤0.01% | 1661 |
|
|
2025
Q2 | $11.3M | Sell |
203,758
-16,913
| -8% | -$905K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $11.5M | Buy |
220,671
+29,071
| +15% | +$1.71M | ﹤0.01% | 1749 |
|
|
2024
Q4 | $11.1M | Buy |
191,600
+43,211
| +29% | +$2.68M | ﹤0.01% | 1790 |
|
|
2024
Q3 | $8.43M | Buy |
148,389
+52,543
| +55% | +$2.68M | ﹤0.01% | 1970 |
|
|
2024
Q2 | $4.4M | Buy |
95,846
+29,128
| +44% | +$1.15M | ﹤0.01% | 2365 |
|
|
2024
Q1 | $2.38M | Buy |
66,718
+48,963
| +276% | +$1.66M | ﹤0.01% | 2830 |
|
|
2023
Q4 | $565K | Buy |
17,755
+5,307
| +43% | +$150K | ﹤0.01% | 3781 |
|
|
2023
Q3 | $393K | Sell |
12,448
-11,490
| -48% | -$333K | ﹤0.01% | 3927 |
|
|
2023
Q2 | $594K | Buy |
23,938
+12,895
| +117% | +$296K | ﹤0.01% | 3813 |
|
|
2023
Q1 | $268K | Buy |
11,043
+10,009
| +968% | +$274K | ﹤0.01% | 4260 |
|
|
2022
Q4 | $26K | Sell |
1,034
-105
| -9% | -$2.94K | ﹤0.01% | 5147 |
|
|
2022
Q3 | $28K | Sell |
1,139
-383
| -25% | -$10.4K | ﹤0.01% | 5230 |
|
|
2022
Q2 | $40K | Sell |
1,522
-71,654
| -98% | -$1.95M | ﹤0.01% | 5133 |
|
|
2022
Q1 | $2.42M | Sell |
73,176
-1,718
| -2% | -$59.2K | ﹤0.01% | 3118 |
|
|
2021
Q4 | $3.11M | Buy |
74,894
+12,133
| +19% | +$536K | ﹤0.01% | 3058 |
|
|
2021
Q3 | $2.68M | Sell |
62,761
-5,116
| -8% | -$226K | ﹤0.01% | 3418 |
|
|
2021
Q2 | $2.33M | Buy |
67,877
+14,881
| +28% | +$495K | ﹤0.01% | 3548 |
|
|
2021
Q1 | $1.87M | Sell |
52,996
-9,881
| -16% | -$348K | ﹤0.01% | 3755 |
|
|
2020
Q4 | $2.5M | Buy |
62,877
+45,294
| +258% | +$1.31M | ﹤0.01% | 3325 |
|
|
2020
Q3 | $468K | Buy |
+17,583
| New | +$449K | ﹤0.01% | 4393 |
|
Other funds holding STEP
PWA
VPM
VCM
