CWM
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Copia Wealth Management’s Stride LRN Stock Holding History

Copia 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
2026
Q2 		$2.24K Hold
26
– – ﹤0.01% 460
2026
Q1 		$2.29K Hold
26
– – ﹤0.01% 426
2025
Q4 		$1.69K Hold
26
– – ﹤0.01% 447
2025
Q3 		$3.87K Hold
26
– – ﹤0.01% 374
2025
Q2 		$3.77K Hold
26
– – ﹤0.01% 361
2025
Q1 		$3.29K Hold
26
– – ﹤0.01% 362
2024
Q4 		$2.7K Buy
+26
New +$2.47K ﹤0.01% 345

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Copia Wealth Management's LRN Position: Q2 2026 in Review

Copia Wealth Management held its Stride (LRN) position steady in Q2 2026 at 26 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Copia Wealth Management first reported a position in LRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Copia Wealth Management held 26 shares of Stride worth $2.24K as of Q2 2026.
  • Copia Wealth Management left its Stride share count unchanged in Q2 2026.
  • Stride made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Copia Wealth Management first reported a position in Stride in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Stride position peaked at $3.87K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.