AWM
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Arista Wealth Management’s Stride LRN Stock Holding History

Arista 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 		$1.38M Sell
15,987
-1,471
-8% -$135K 0.15% 85
2026
Q1 		$1.54M Buy
+17,458
New +$1.42M 0.19% 69
2025
Q4 		– Sell
-12,216
Closed -$1.82M – 290
2025
Q3 		$1.82M Buy
12,216
+2,000
+20% +$293K 0.23% 59
2025
Q2 		$1.48M Buy
+10,216
New +$1.48M 0.21% 66

Other funds holding LRN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Arista Wealth Management reduced its Stride (LRN) stake by 8.4% in Q2 2026, selling an estimated $135K and leaving 15,987 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #85.

Arista Wealth Management first reported a position in LRN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q3 2025. 28 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Arista Wealth Management held 15,987 shares of Stride worth $1.38M as of Q2 2026.
  • Arista Wealth Management sold 1,471 Stride shares in Q2 2026, an estimated $135K.
  • Stride made up 0.15% of Arista Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Arista Wealth Management first reported a position in Stride in Q2 2025 and has held it in 4 quarters since.
  • Arista Wealth Management's Stride position peaked at $1.82M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.