AWM
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Abound Wealth Management’s Strategic Education STRA Stock Holding History

Abound Wealth Management’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$161 – 1593
2025
Q4 		$161 Hold
2
– – ﹤0.01% 1265
2025
Q3 		$173 Hold
2
– – ﹤0.01% 1165
2025
Q2 		$171 Hold
2
– – ﹤0.01% 1101
2025
Q1 		$168 Hold
2
– – ﹤0.01% 1055
2024
Q4 		$187 Hold
2
– – ﹤0.01% 1097
2024
Q3 		$186 Hold
2
– – ﹤0.01% 1210
2024
Q2 		$222 Sell
2
-2
-50% -$221 ﹤0.01% 1080
2024
Q1 		$417 Hold
4
– – ﹤0.01% 969
2023
Q4 		$370 Hold
4
– – ﹤0.01% 1060
2023
Q3 		$301 Hold
4
– – ﹤0.01% 1013
2023
Q2 		$272 Buy
+4
New +$327 ﹤0.01% 1094

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abound Wealth Management's STRA Position: Q1 2026 in Review

Abound Wealth Management sold out of Strategic Education (STRA) in Q1 2026, closing a stake of 2 shares — an estimated $161 sold.

Abound Wealth Management first reported a position in STRA in Q2 2023 and held it in 11 quarters. The position peaked at $417 in Q1 2024. 288 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • Abound Wealth Management reported no remaining Strategic Education position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 Strategic Education shares in Q1 2026, an estimated $161.
  • Abound Wealth Management first reported a position in Strategic Education in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's Strategic Education position peaked at $417 in Q1 2024.
  • 288 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.