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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's LRN Position: Q1 2026 in Review

AE Wealth Management opened a new position in Stride (LRN) in Q1 2026: 4,088 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in LRN as recently as Q3 2025.

AE Wealth Management first reported a position in LRN in Q1 2023 and has held it in 4 quarters since. The position peaked at $546K in Q1 2023. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • AE Wealth Management held 4,088 shares of Stride worth $360K as of Q1 2026.
  • Stride was a new AE Wealth Management position in Q1 2026.
  • Stride made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1277 holding.
  • AE Wealth Management first reported a position in Stride in Q1 2023 and has held it in 4 quarters since.
  • AE Wealth Management's Stride position peaked at $546K in Q1 2023.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.