CWM
LRN icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
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

Copia Wealth Management's LRN Position: Q1 2026 in Review

Copia Wealth Management held its Stride (LRN) position steady in Q1 2026 at 26 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Copia Wealth Management first reported a position in LRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.87K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Copia Wealth Management held 26 shares of Stride worth $2.29K as of Q1 2026.
  • Copia Wealth Management left its Stride share count unchanged in Q1 2026.
  • Stride made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #426 holding.
  • Copia Wealth Management first reported a position in Stride in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Stride position peaked at $3.87K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.