Clearstead Advisors’s Stride LRN Stock Holding History

Clearstead 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	-$780	–	2594
2025 Q4	$780	Sell	12 -25	-68%	-$2.27K	﹤0.01%	2257
2025 Q3	$5.51K	Sell	37 -79	-68%	-$11.6K	﹤0.01%	2121
2025 Q2	$16.8K	Sell	116 -48	-29%	-$6.94K	﹤0.01%	1694
2025 Q1	$20.7K	Buy	164 +104	+173%	+$13.1K	﹤0.01%	1417
2024 Q4	$6.24K	Hold	60	–	–	﹤0.01%	1678
2024 Q3	$5.12K	Hold	60	–	–	﹤0.01%	1708
2024 Q2	$4.23K	Hold	60	–	–	﹤0.01%	1711
2024 Q1	$4.24K	Hold	60	–	–	﹤0.01%	1198
2023 Q4	$3.56K	Sell	60 -60	-50%	-$3.28K	﹤0.01%	1207
2023 Q3	$5.4K	Buy	120 +60	+100%	+$2.44K	﹤0.01%	1228
2023 Q2	$2.23K	Hold	60	–	–	﹤0.01%	1129
2023 Q1	$2.35K	Hold	60	–	–	﹤0.01%	1112
2022 Q4	$1.88K	Hold	60	–	–	﹤0.01%	1101
2022 Q3	$3K	Buy	60 +10	+20%	+$403	﹤0.01%	1037
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1113
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1211
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1116
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1134
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1057
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	974
2020 Q4	$1K	Buy	+50	New	+$1.24K	﹤0.01%	933

Other funds holding LRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return