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Blue Bell Private Wealth Management’s Stride LRN Stock Holding History

Blue Bell Private 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 		$281K Sell
3,257
-26
-0.8% -$2.39K 0.04% 246
2026
Q1 		$289K Buy
3,283
+1,370
+72% +$111K 0.04% 229
2025
Q4 		$124K Sell
1,913
-255
-12% -$23.2K 0.02% 308
2025
Q3 		$323K Buy
2,168
+111
+5% +$16.3K 0.05% 202
2025
Q2 		$299K Buy
2,057
+48
+2% +$6.94K 0.05% 191
2025
Q1 		$254K Buy
+2,009
New +$254K 0.05% 190

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

Blue Bell Private Wealth Management's LRN Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Stride (LRN) stake by 0.79% in Q2 2026, selling an estimated $2.39K and leaving 3,257 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #246.

Blue Bell Private Wealth Management first reported a position in LRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $323K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Blue Bell Private Wealth Management held 3,257 shares of Stride worth $281K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 26 Stride shares in Q2 2026, an estimated $2.39K.
  • Stride made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Blue Bell Private Wealth Management first reported a position in Stride in Q1 2025 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's Stride position peaked at $323K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.