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Bay Harbor Wealth Management’s Strategic Education STRA Stock Holding History

Bay Harbor Wealth Management’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 		$153 Sell
2
-1
-33% -$79 ﹤0.01% 1203
2026
Q1 		$248 Buy
3
+2
+200% +$163 ﹤0.01% 1128
2025
Q4 		$80 Hold
1
– – ﹤0.01% 1225
2025
Q3 		$86 Sell
1
-1
-50% -$80 ﹤0.01% 1190
2025
Q2 		$170 Buy
+2
New +$170 ﹤0.01% 979

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

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

Bay Harbor Wealth Management reduced its Strategic Education (STRA) stake by 33% in Q2 2026, selling an estimated $79 and leaving 2 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Bay Harbor Wealth Management first reported a position in STRA in Q2 2025 and has held it in 5 quarters since. The position peaked at $248 in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of Strategic Education worth $153 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Strategic Education share in Q2 2026, an estimated $79.
  • Strategic Education made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • Bay Harbor Wealth Management first reported a position in Strategic Education in Q2 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's Strategic Education position peaked at $248 in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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