Carson Wealth (CWM LLC)
LRN icon

Carson Wealth (CWM LLC)’s Stride LRN Stock Holding History

Carson Wealth (CWM LLC)’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 		$43.9K Buy
498
+310
+165% +$25.1K ﹤0.01% 3912
2025
Q4 		$12K Sell
188
-1,108
-85% -$101K ﹤0.01% 4464
2025
Q3 		$193K Buy
1,296
+15
+1% +$2.2K ﹤0.01% 2473
2025
Q2 		$186K Buy
1,281
+50
+4% +$7.23K ﹤0.01% 2234
2025
Q1 		$156K Buy
1,231
+574
+87% +$72.5K ﹤0.01% 2085
2024
Q4 		$68K Buy
657
+476
+263% +$45.3K ﹤0.01% 2567
2024
Q3 		$15K Buy
181
+46
+34% +$3.56K ﹤0.01% 3548
2024
Q2 		$10K Buy
135
+23
+21% +$1.53K ﹤0.01% 3551
2024
Q1 		$7K Buy
112
+96
+600% +$5.79K ﹤0.01% 3518
2023
Q4 		$1K Sell
16
-58
-78% -$3.17K ﹤0.01% 3976
2023
Q3 		$3K Hold
74
– – ﹤0.01% 3686
2023
Q2 		$3K Sell
74
-33
-31% -$1.32K ﹤0.01% 3657
2023
Q1 		$4K Sell
107
-149
-58% -$5.85K ﹤0.01% 3398
2022
Q4 		$8K Buy
256
+180
+237% +$6.61K ﹤0.01% 2940
2022
Q3 		$3K Buy
+76
New +$3.06K ﹤0.01% 3321

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LRN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Stride (LRN) stake by 165% in Q1 2026, buying an estimated $25.1K and bringing the position to 498 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3912.

Carson Wealth (CWM LLC) first reported a position in LRN in Q3 2022 and has held it in 15 quarters since. The position peaked at $193K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 498 shares of Stride worth $43.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 310 Stride shares in Q1 2026, an estimated $25.1K.
  • Stride made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3912 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stride in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Stride position peaked at $193K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.