AAS
LRN icon

Avantax Advisory Services’s Stride LRN Stock Holding History

Avantax Advisory Services’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
Q2 		$493K Buy
3,398
+396
+13% +$57.3K ﹤0.01% 1590
2025
Q1 		$380K Buy
3,002
+940
+46% +$119K ﹤0.01% 1680
2024
Q4 		$214K Buy
+2,062
New +$196K ﹤0.01% 2014

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's LRN Position: Q2 2025 in Review

Avantax Advisory Services increased its Stride (LRN) stake by 13% in Q2 2025, buying an estimated $57.3K and bringing the position to 3,398 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Avantax Advisory Services first reported a position in LRN in Q4 2024 and has held it in 3 quarters since. 535 funds tracked by Wall St. Rank hold LRN as of Q2 2025.

  • Avantax Advisory Services held 3,398 shares of Stride worth $493K as of Q2 2025.
  • Avantax Advisory Services bought 396 Stride shares in Q2 2025, an estimated $57.3K.
  • Stride made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1590 holding.
  • Avantax Advisory Services first reported a position in Stride in Q4 2024 and has held it in 3 quarters since.
  • 535 funds tracked by Wall St. Rank held Stride as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.