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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's LRN Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Stride (LRN) stake by 72% in Q1 2026, buying an estimated $111K and bringing the position to 3,283 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #229.

Blue Bell Private Wealth Management first reported a position in LRN in Q1 2025 and has held it in 5 quarters since. The position peaked at $323K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Blue Bell Private Wealth Management held 3,283 shares of Stride worth $289K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 1,370 Stride shares in Q1 2026, an estimated $111K.
  • Stride made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Blue Bell Private Wealth Management first reported a position in Stride in Q1 2025 and has held it in 5 quarters since.
  • Blue Bell Private Wealth Management's Stride position peaked at $323K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.