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Stepstone Group shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of Stepstone Group (STEP) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in Stepstone Group

Tip: Access up to 7 years of quarterly data

All positions including Stepstone Group held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stepstone Group by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 45k 31.83
2023-09-30 $1.1M 35k 31.58
2023-06-30 $786k 32k 24.81
2023-03-31 $339k 14k 24.27

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Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

Top funds holding Stepstone Group

Wellington Management Company
Vanguard Group
Jpmorgan Chase & Co
Daniel D. Thurber
Millennium Management
Alliancebernstein
Fred Alger Management
Bank of New York Mellon
Dimensional Fund Advisors
William Blair Investment Management
Charles Schwab Investment Management
Maverick Capital
T. Rowe Price Associates
Lazard Asset Management
Segall Bryant & Hamill

View all funds holding Stepstone Group