AGWCA
STRA icon

Annis Gardner Whiting Capital Advisors’s Strategic Education STRA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-10
Closed -$861 – 1342
2025
Q3 		$861 Hold
10
– – ﹤0.01% 1008
2025
Q2 		$852 Buy
+10
New +$850 ﹤0.01% 1108

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's STRA Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Strategic Education (STRA) in Q4 2025, closing a stake of 10 shares — an estimated $861 sold.

Annis Gardner Whiting Capital Advisors first reported a position in STRA in Q2 2025 and held it in 2 quarters. The position peaked at $861 in Q3 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Strategic Education position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 10 Strategic Education shares in Q4 2025, an estimated $861.
  • Annis Gardner Whiting Capital Advisors first reported a position in Strategic Education in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Strategic Education position peaked at $861 in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.