Creative Planning
LRN icon

Creative Planning’s Stride LRN Stock Holding History

Creative Planning’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 		$5.32M Buy
61,723
+7,438
+14% +$684K ﹤0.01% 1360
2026
Q1 		$4.79M Buy
54,285
+31,971
+143% +$2.59M ﹤0.01% 1237
2025
Q4 		$1.45M Buy
22,314
+1,004
+5% +$91.2K ﹤0.01% 1982
2025
Q3 		$3.17M Buy
21,310
+2,774
+15% +$407K ﹤0.01% 1179
2025
Q2 		$2.69M Buy
18,536
+4,535
+32% +$656K ﹤0.01% 1106
2025
Q1 		$1.77M Buy
14,001
+4,317
+45% +$546K ﹤0.01% 1263
2024
Q4 		$1.01M Buy
9,684
+5,031
+108% +$479K ﹤0.01% 1638
2024
Q3 		$397K Buy
4,653
+1,380
+42% +$107K ﹤0.01% 2300
2024
Q2 		$231K Buy
+3,273
New +$218K ﹤0.01% 2575
2017
Q3 		– Sell
-1,031
Closed -$18K – 2921
2017
Q2 		$18K Hold
1,031
– – ﹤0.01% 3249
2017
Q1 		$20K Hold
1,031
– – ﹤0.01% 3131
2016
Q4 		$18K Hold
1,031
– – ﹤0.01% 3144
2016
Q3 		$15K Hold
1,031
– – ﹤0.01% 3242
2016
Q2 		$13K Hold
1,031
– – ﹤0.01% 3079
2016
Q1 		$10K Buy
+1,031
New +$9.74K ﹤0.01% 3228
2015
Q1 		– Sell
-800
Closed -$9K – 4321
2014
Q4 		$9K Buy
+800
New +$10.5K ﹤0.01% 3182
2013
Q4 		– Sell
-425
Closed -$13K – 3395
2013
Q3 		$13K Buy
+425
New +$13.6K ﹤0.01% 2317

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

Creative Planning's LRN Position: Q2 2026 in Review

Creative Planning increased its Stride (LRN) stake by 14% in Q2 2026, buying an estimated $684K and bringing the position to 61,723 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Creative Planning first reported a position in LRN in Q3 2013 and has held it in 17 quarters since. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Creative Planning held 61,723 shares of Stride worth $5.32M as of Q2 2026.
  • Creative Planning bought 7,438 Stride shares in Q2 2026, an estimated $684K.
  • Stride made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1360 holding.
  • Creative Planning first reported a position in Stride in Q3 2013 and has held it in 17 quarters since.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.