CWM
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Cornerstone Wealth Management’s Stride LRN Stock Holding History

Cornerstone 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 		$307K Buy
3,559
+1,119
+46% +$103K 0.01% 608
2026
Q1 		$215K Buy
+2,440
New +$198K 0.01% 661

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

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

Cornerstone Wealth Management increased its Stride (LRN) stake by 46% in Q2 2026, buying an estimated $103K and bringing the position to 3,559 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #608.

Cornerstone Wealth Management first reported a position in LRN in Q1 2026 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Cornerstone Wealth Management held 3,559 shares of Stride worth $307K as of Q2 2026.
  • Cornerstone Wealth Management bought 1,119 Stride shares in Q2 2026, an estimated $103K.
  • Stride made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Cornerstone Wealth Management first reported a position in Stride in Q1 2026 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.