WG
STEP icon

Winton Group’s StepStone Group STEP Stock Holding History

Winton 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
Q1 		$1.41M Buy
29,522
+25,211
+585% +$1.46M 0.05% 407
2025
Q4 		$277K Sell
4,311
-21,259
-83% -$1.34M 0.01% 763
2025
Q3 		$1.67M Buy
25,570
+3,427
+15% +$209K 0.06% 292
2025
Q2 		$1.23M Buy
22,143
+397
+2% +$21.3K 0.06% 362
2025
Q1 		$1.14M Buy
21,746
+3,792
+21% +$223K 0.07% 302
2024
Q4 		$1.04M Sell
17,954
-1,941
-10% -$120K 0.07% 335
2024
Q3 		$1.13M Buy
19,895
+358
+2% +$18.2K 0.08% 225
2024
Q2 		$897K Buy
+19,537
New +$768K 0.06% 331

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return