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 Q2	$929K	Sell	10,768 -4,178	-28%	-$384K	0.6%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bright Futures Wealth Management's LRN Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Stride (LRN) stake by 28% in Q2 2026, selling an estimated $384K and leaving 10,768 shares worth $929K. The position accounts for 0.6% of the portfolio, ranked #57.

Bright Futures Wealth Management first reported a position in LRN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2024. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Bright Futures Wealth Management held 10,768 shares of Stride worth $929K as of Q2 2026.
Bright Futures Wealth Management sold 4,178 Stride shares in Q2 2026, an estimated $384K.
Stride made up 0.6% of Bright Futures Wealth Management's portfolio in Q2 2026, its #57 holding.
Bright Futures Wealth Management first reported a position in Stride in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Stride position peaked at $1.38M in Q3 2024.
414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.