Bell Investment Advisors’s Strategic Education STRA Stock Holding History

Bell Investment 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 Q3	–	Sell	-5	Closed	-$426	–	1957
2025 Q2	$426	Hold	5	–	–	﹤0.01%	1794
2025 Q1	$420	Hold	5	–	–	﹤0.01%	1808
2024 Q4	$468	Buy	+5	New	+$467	﹤0.01%	1792
2024 Q3	–	Sell	-4	Closed	-$443	–	1941
2024 Q2	$443	Sell	4 -5	-56%	-$553	﹤0.01%	1856
2024 Q1	$938	Buy	+9	New	+$879	﹤0.01%	1622
2023 Q3	–	Sell	-15	Closed	-$1.02K	–	1992
2023 Q2	$1.02K	Hold	15	–	–	﹤0.01%	1597
2023 Q1	$1.35K	Sell	15 -8	-35%	-$708	﹤0.01%	1441
2022 Q4	$1.8K	Buy	23 +15	+188%	+$1.11K	﹤0.01%	1347
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1943
2022 Q2	$1K	Buy	+8	New	+$531	﹤0.01%	1610
2021 Q4	–	Sell	-6	Closed	–	–	1937
2021 Q3	$0	Buy	+6	New	+$447	﹤0.01%	1825

Other funds holding STRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Bell Investment Advisors's STRA Position: Q3 2025 in Review

Bell Investment Advisors sold out of Strategic Education (STRA) in Q3 2025, closing a stake of 5 shares — an estimated $426 sold.

Bell Investment Advisors first reported a position in STRA in Q3 2021 and held it in 11 quarters. The position peaked at $1.8K in Q4 2022. 265 funds tracked by Wall St. Rank hold STRA as of Q3 2025.

Bell Investment Advisors reported no remaining Strategic Education position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 5 Strategic Education shares in Q3 2025, an estimated $426.
Bell Investment Advisors first reported a position in Strategic Education in Q3 2021 and held it in 11 quarters.
Bell Investment Advisors's Strategic Education position peaked at $1.8K in Q4 2022.
265 funds tracked by Wall St. Rank held Strategic Education as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.