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Rothwell Investment Advisors, LLC’s Stride LRN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.6K Buy
+315
New +$26.5K 0.01% 581

Other funds holding LRN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LRN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Stride (LRN) in Q3 2026: 315 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings.

157 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 315 shares of Stride worth $24.6K as of Q3 2026.
  • Stride was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Stride made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #581 holding.
  • 157 funds tracked by Wall St. Rank held Stride as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.