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Congress Wealth Management’s Stride LRN Stock Holding History

Congress Wealth Management’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
Q2 		$10.3M Sell
70,865
-90,593
-56% -$13.1M 0.1% 242
2025
Q1 		$20.4M Buy
161,458
+76,260
+90% +$9.64M 0.24% 103
2024
Q4 		$8.85M Buy
85,198
+9,433
+12% +$897K 0.12% 213
2024
Q3 		$6.46M Buy
+75,765
New +$5.86M 0.09% 261

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's LRN Position: Q2 2025 in Review

Congress Wealth Management reduced its Stride (LRN) stake by 56% in Q2 2025, selling an estimated $13.1M and leaving 70,865 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #242.

Congress Wealth Management first reported a position in LRN in Q3 2024 and has held it in 4 quarters since. The position peaked at $20.4M in Q1 2025. 535 funds tracked by Wall St. Rank hold LRN as of Q2 2025.

  • Congress Wealth Management held 70,865 shares of Stride worth $10.3M as of Q2 2025.
  • Congress Wealth Management sold 90,593 Stride shares in Q2 2025, an estimated $13.1M.
  • Stride made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #242 holding.
  • Congress Wealth Management first reported a position in Stride in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Stride position peaked at $20.4M in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Stride as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.