AWA
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Adapt Wealth Advisors’s Stride LRN Stock Holding History

Adapt Wealth Advisors’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
Q2 		$284K Hold
3,291
– – 0.09% 78
2026
Q1 		$290K Buy
3,291
+28
+0.9% +$2.27K 0.11% 82
2025
Q4 		$212K Buy
3,263
+498
+18% +$45.2K 0.07% 98
2025
Q3 		$412K Buy
+2,765
New +$405K 0.15% 68

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Adapt Wealth Advisors's LRN Position: Q2 2026 in Review

Adapt Wealth Advisors held its Stride (LRN) position steady in Q2 2026 at 3,291 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #78.

Adapt Wealth Advisors first reported a position in LRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Adapt Wealth Advisors held 3,291 shares of Stride worth $284K as of Q2 2026.
  • Adapt Wealth Advisors left its Stride share count unchanged in Q2 2026.
  • Stride made up 0.09% of Adapt Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Adapt Wealth Advisors first reported a position in Stride in Q3 2025 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's Stride position peaked at $412K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.