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Cherry Tree Wealth Management’s Strategic Education STRA Stock Holding History

Cherry Tree Wealth Management’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 		$7.36K Hold
96
– – ﹤0.01% 471
2026
Q1 		$7.96K Hold
96
– – ﹤0.01% 454
2025
Q4 		$7.7K Hold
96
– – ﹤0.01% 454
2025
Q3 		$8.26K Hold
96
– – ﹤0.01% 431
2025
Q2 		$8.17K Hold
96
– – ﹤0.01% 433
2025
Q1 		$8.06K Hold
96
– – ﹤0.01% 460
2024
Q4 		$8.97K Hold
96
– – ﹤0.01% 428
2024
Q3 		$8.88K Hold
96
– – ﹤0.01% 434
2024
Q2 		$10.6K Sell
96
-40
-29% -$4.43K ﹤0.01% 387
2024
Q1 		$14.2K Hold
136
– – ﹤0.01% 348
2023
Q4 		$12.6K Hold
136
– – ﹤0.01% 339
2023
Q3 		$10.2K Hold
136
– – ﹤0.01% 339
2023
Q2 		$9.23K Buy
+136
New +$11.1K ﹤0.01% 340

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's STRA Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Strategic Education (STRA) position steady in Q2 2026 at 96 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Cherry Tree Wealth Management first reported a position in STRA in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.2K in Q1 2024. 292 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Cherry Tree Wealth Management held 96 shares of Strategic Education worth $7.36K as of Q2 2026.
  • Cherry Tree Wealth Management left its Strategic Education share count unchanged in Q2 2026.
  • Strategic Education made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Cherry Tree Wealth Management first reported a position in Strategic Education in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Strategic Education position peaked at $14.2K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.