AWM
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AE Wealth Management’s Stride LRN Stock Holding History

AE Wealth Management’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 		$370K Buy
4,289
+201
+5% +$18.5K ﹤0.01% 1372
2026
Q1 		$360K Buy
+4,088
New +$332K ﹤0.01% 1277
2025
Q4 		– Sell
-1,540
Closed -$229K – 2517
2025
Q3 		$229K Buy
1,540
+109
+8% +$16K ﹤0.01% 1332
2025
Q2 		$208K Buy
+1,431
New +$207K ﹤0.01% 1295
2023
Q2 		– Sell
-13,912
Closed -$546K – 1996
2023
Q1 		$546K Buy
+13,912
New +$546K ﹤0.01% 1308

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 $3.38T AUM 44.17% 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

AE Wealth Management's LRN Position: Q2 2026 in Review

AE Wealth Management increased its Stride (LRN) stake by 4.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 4,289 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

AE Wealth Management first reported a position in LRN in Q1 2023 and has held it in 5 quarters since. The position peaked at $546K in Q1 2023. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • AE Wealth Management held 4,289 shares of Stride worth $370K as of Q2 2026.
  • AE Wealth Management bought 201 Stride shares in Q2 2026, an estimated $18.5K.
  • Stride made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1372 holding.
  • AE Wealth Management first reported a position in Stride in Q1 2023 and has held it in 5 quarters since.
  • AE Wealth Management's Stride position peaked at $546K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.