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Allworth Financial’s Strategic Education STRA Stock Holding History

Allworth Financial’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
Q2 		$49K Buy
640
+220
+52% +$17.4K ﹤0.01% 2502
2026
Q1 		$34.8K Sell
420
-16
-4% -$1.3K ﹤0.01% 2591
2025
Q4 		$35K Buy
436
+142
+48% +$11.3K ﹤0.01% 2439
2025
Q3 		$25.3K Buy
294
+138
+88% +$11.1K ﹤0.01% 2556
2025
Q2 		$13.3K Buy
156
+104
+200% +$8.84K ﹤0.01% 2759
2025
Q1 		$4.16K Buy
52
+14
+37% +$1.28K ﹤0.01% 2869
2024
Q4 		$3.69K Buy
38
+5
+15% +$467 ﹤0.01% 2891
2024
Q3 		$3.06K Hold
33
– – ﹤0.01% 2777
2024
Q2 		$3.89K Hold
33
– – ﹤0.01% 2631
2024
Q1 		$3.44K Hold
33
– – ﹤0.01% 2571
2023
Q4 		$3.05K Buy
33
+1
+3% +$87 ﹤0.01% 2485
2023
Q3 		$2.41K Buy
+32
New +$2.35K ﹤0.01% 2455

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

Allworth Financial's STRA Position: Q2 2026 in Review

Allworth Financial increased its Strategic Education (STRA) stake by 52% in Q2 2026, buying an estimated $17.4K and bringing the position to 640 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Allworth Financial first reported a position in STRA in Q3 2023 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Allworth Financial held 640 shares of Strategic Education worth $49K as of Q2 2026.
  • Allworth Financial bought 220 Strategic Education shares in Q2 2026, an estimated $17.4K.
  • Strategic Education made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2502 holding.
  • Allworth Financial first reported a position in Strategic Education in Q3 2023 and has held it in 12 quarters since.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.