Clearstead Trust’s Stride LRN Stock Holding History

Clearstead Trust’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	-12	Closed	-$1.79K	–	1302
2025 Q3	$1.79K	Hold	12	–	–	﹤0.01%	1028
2025 Q2	$1.74K	Buy	+12	New	+$1.74K	﹤0.01%	992

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Clearstead Trust's LRN Position: Q4 2025 in Review

Clearstead Trust sold out of Stride (LRN) in Q4 2025, closing a stake of 12 shares — an estimated $1.79K sold.

Clearstead Trust first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $1.79K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Clearstead Trust reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 Stride shares in Q4 2025, an estimated $1.79K.
Clearstead Trust first reported a position in Stride in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Stride position peaked at $1.79K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.