AllSquare Wealth Management’s Stride LRN Stock Holding History

AllSquare 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
2025 Q3	$10.4K	Hold	70	–	–	0.01%	379
2025 Q2	$10.2K	Hold	70	–	–	0.01%	378
2025 Q1	$8.86K	Hold	70	–	–	0.01%	389
2024 Q4	$7.28K	Hold	70	–	–	﹤0.01%	408
2024 Q3	$5.97K	Hold	70	–	–	﹤0.01%	422
2024 Q2	$4.93K	Hold	70	–	–	﹤0.01%	429
2024 Q1	$4.41K	Hold	70	–	–	﹤0.01%	431
2023 Q4	$4.16K	Hold	70	–	–	﹤0.01%	438
2023 Q3	$3.15K	Hold	70	–	–	﹤0.01%	447
2023 Q2	$2.81K	Hold	70	–	–	﹤0.01%	467
2023 Q1	$2.75K	Hold	70	–	–	﹤0.01%	462
2022 Q4	$2.19K	Hold	70	–	–	﹤0.01%	455
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	439
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	445
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	449
2021 Q4	$2K	Hold	70	–	–	﹤0.01%	471
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	436
2021 Q2	$2K	Hold	70	–	–	﹤0.01%	474
2021 Q1	$2K	Hold	70	–	–	﹤0.01%	465
2020 Q4	$1K	Hold	70	–	–	﹤0.01%	448
2020 Q3	$2K	Buy	+70	New	+$2.71K	﹤0.01%	430

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AllSquare Wealth Management's LRN Position: Q3 2025 in Review

AllSquare Wealth Management held its Stride (LRN) position steady in Q3 2025 at 70 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #379.

AllSquare Wealth Management first reported a position in LRN in Q3 2020 and has held it in 21 quarters since. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

AllSquare Wealth Management held 70 shares of Stride worth $10.4K as of Q3 2025.
AllSquare Wealth Management left its Stride share count unchanged in Q3 2025.
Stride made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #379 holding.
AllSquare Wealth Management first reported a position in Stride in Q3 2020 and has held it in 21 quarters since.
518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.