Carolina Wealth Advisors’s Stride LRN Stock Holding History

Carolina Wealth 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
2026 Q1	–	Sell	-12	Closed	-$779	–	311
2025 Q4	$779	Buy	+12	New	+$1.09K	﹤0.01%	255

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

Carolina Wealth Advisors's LRN Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Stride (LRN) in Q1 2026, closing a stake of 12 shares — an estimated $779 sold.

Carolina Wealth Advisors first reported a position in LRN in Q4 2025 and held it in 1 quarter. The position peaked at $779 in Q4 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

Carolina Wealth Advisors reported no remaining Stride position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 12 Stride shares in Q1 2026, an estimated $779.
Carolina Wealth Advisors first reported a position in Stride in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's Stride position peaked at $779 in Q4 2025.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.