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Bay Harbor Wealth Management’s Stride LRN Stock Holding History

Bay Harbor 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 		$172 Hold
2
– – ﹤0.01% 1195
2026
Q1 		$176 Hold
2
– – ﹤0.01% 1162
2025
Q4 		$129 Sell
2
-2
-50% -$182 ﹤0.01% 1179
2025
Q3 		$595 Buy
4
+1
+33% +$147 ﹤0.01% 664
2025
Q2 		$435 Buy
3
+2
+200% +$289 ﹤0.01% 689
2025
Q1 		$126 Buy
+1
New +$126 ﹤0.01% 817

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bay Harbor Wealth Management's LRN Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Stride (LRN) position steady in Q2 2026 at 2 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Bay Harbor Wealth Management first reported a position in LRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $595 in Q3 2025. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of Stride worth $172 as of Q2 2026.
  • Bay Harbor Wealth Management left its Stride share count unchanged in Q2 2026.
  • Stride made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1195 holding.
  • Bay Harbor Wealth Management first reported a position in Stride in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Stride position peaked at $595 in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.