CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Stride LRN Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q4 		– Sell
-2,558
Closed -$381K – 2791
2025
Q3 		$381K Buy
2,558
+369
+17% +$54.1K ﹤0.01% 2001
2025
Q2 		$318K Sell
2,189
-155
-7% -$22.4K ﹤0.01% 2016
2025
Q1 		$297K Sell
2,344
-450
-16% -$56.9K ﹤0.01% 1954
2024
Q4 		$290K Sell
2,794
-122
-4% -$11.6K ﹤0.01% 1935
2024
Q3 		$249K Buy
2,916
+25
+0.9% +$1.93K ﹤0.01% 2003
2024
Q2 		$204K Buy
+2,891
New +$193K ﹤0.01% 2033
2024
Q1 		– Sell
-3,973
Closed -$236K – 2435
2023
Q4 		$236K Buy
+3,973
New +$217K ﹤0.01% 2278
2023
Q2 		– Sell
-5,284
Closed -$207K – 2568
2023
Q1 		$207K Buy
+5,284
New +$207K ﹤0.01% 2032
2022
Q4 		– Sell
-5,547
Closed -$233K – 2133
2022
Q3 		$233K Buy
5,547
+5,209
+1,541% +$210K ﹤0.01% 1724
2022
Q2 		$14K Buy
338
+9
+3% +$333 ﹤0.01% 3570
2022
Q1 		$12K Sell
329
-33
-9% -$1.09K ﹤0.01% 3706
2021
Q4 		$12K Sell
362
-35
-9% -$1.21K ﹤0.01% 3614
2021
Q3 		$14K Buy
397
+36
+10% +$1.18K ﹤0.01% 3400
2021
Q2 		$12K Buy
361
+171
+90% +$5.1K ﹤0.01% 3446
2021
Q1 		$6K Buy
+190
New +$4.93K ﹤0.01% 3658
2020
Q4 		– Sell
-161
Closed -$4K – 3463
2020
Q3 		$4K Hold
161
– – ﹤0.01% 2594
2020
Q2 		$5K Buy
+161
New +$3.87K ﹤0.01% 2394
2019
Q4 		– Sell
-161
Closed -$4K – 1461
2019
Q3 		$4K Sell
161
-95
-37% -$2.73K ﹤0.01% 1689
2019
Q2 		$8K Hold
256
– – ﹤0.01% 1553
2019
Q1 		$9K Sell
256
-156
-38% -$4.76K ﹤0.01% 1412
2018
Q4 		$10K Hold
412
– – ﹤0.01% 1224
2018
Q3 		$7K Hold
412
– – ﹤0.01% 1298
2018
Q2 		$7K Buy
+412
New +$6.39K ﹤0.01% 1265

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAPTRUST Financial Advisors's LRN Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of Stride (LRN) in Q4 2025, closing a stake of 2,558 shares — an estimated $381K sold.

CAPTRUST Financial Advisors first reported a position in LRN in Q2 2018 and held it in 23 quarters. The position peaked at $381K in Q3 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,558 Stride shares in Q4 2025, an estimated $381K.
  • CAPTRUST Financial Advisors first reported a position in Stride in Q2 2018 and held it in 23 quarters.
  • CAPTRUST Financial Advisors's Stride position peaked at $381K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.