Capstone Investment Advisors
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Capstone Investment Advisors’s Strategic Education STRA Stock Holding History

Capstone 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
2026
Q2 		$299K Sell
3,907
-2,470
-39% -$195K ﹤0.01% 1459
2026
Q1 		$529K Sell
6,377
-736
-10% -$60K ﹤0.01% 1115
2025
Q4 		$570K Buy
+7,113
New +$568K ﹤0.01% 1102
2023
Q4 		– Sell
-3,915
Closed -$295K – 2386
2023
Q3 		$295K Buy
+3,915
New +$288K ﹤0.01% 1614

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

Capstone Investment Advisors's STRA Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Strategic Education (STRA) stake by 39% in Q2 2026, selling an estimated $195K and leaving 3,907 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Capstone Investment Advisors first reported a position in STRA in Q3 2023 and has held it in 4 quarters since. The position peaked at $570K in Q4 2025. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Capstone Investment Advisors held 3,907 shares of Strategic Education worth $299K as of Q2 2026.
  • Capstone Investment Advisors sold 2,470 Strategic Education shares in Q2 2026, an estimated $195K.
  • Strategic Education made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1459 holding.
  • Capstone Investment Advisors first reported a position in Strategic Education in Q3 2023 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Strategic Education position peaked at $570K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.