Bright Futures Wealth Management’s Stride LRN Stock Holding History

Bright Futures 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	$1.32M	Sell	14,946 -3,071	-17%	-$249K	0.9%	34
2025 Q4	$1.17M	Buy	18,017 +9,310	+107%	+$845K	0.87%	39
2025 Q3	$1.3M	Buy	+8,707	New	+$1.28M	1.01%	33
2025 Q1	$1.21M	Buy	9,065 +992	+12%	+$125K	1.32%	23
2024 Q4	$1.03M	Sell	8,073 -6,617	-45%	-$629K	0.92%	37
2024 Q3	$1.38M	Sell	14,690 -2,627	-15%	-$203K	0.67%	39
2024 Q2	$1.27M	Buy	17,317 +517	+3%	+$34.5K	0.69%	39
2024 Q1	$1.16M	Buy	+16,800	New	+$1.01M	0.63%	42

Other funds holding LRN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bright Futures Wealth Management's LRN Position: Q1 2026 in Review

Bright Futures Wealth Management reduced its Stride (LRN) stake by 17% in Q1 2026, selling an estimated $249K and leaving 14,946 shares worth $1.32M. The position accounts for 0.9% of the portfolio, ranked #34.

Bright Futures Wealth Management first reported a position in LRN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q3 2024. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

Bright Futures Wealth Management held 14,946 shares of Stride worth $1.32M as of Q1 2026.
Bright Futures Wealth Management sold 3,071 Stride shares in Q1 2026, an estimated $249K.
Stride made up 0.9% of Bright Futures Wealth Management's portfolio in Q1 2026, its #34 holding.
Bright Futures Wealth Management first reported a position in Stride in Q1 2024 and has held it in 8 quarters since.
Bright Futures Wealth Management's Stride position peaked at $1.38M in Q3 2024.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.