Creative Planning
STRA icon

Creative Planning’s Strategic Education STRA Stock Holding History

Creative Planning’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Sell
59,114
-940
-2% -$74.4K ﹤0.01% 1486
2026
Q1 		$4.98M Buy
60,054
+33,063
+122% +$2.69M ﹤0.01% 1206
2025
Q4 		$2.16M Buy
26,991
+14,243
+112% +$1.14M ﹤0.01% 1669
2025
Q3 		$1.1M Buy
12,748
+7,183
+129% +$578K ﹤0.01% 2027
2025
Q2 		$474K Buy
5,565
+954
+21% +$81.1K ﹤0.01% 2509
2025
Q1 		$387K Buy
+4,611
New +$423K ﹤0.01% 2530
2024
Q3 		– Sell
-2,630
Closed -$291K – 3305
2024
Q2 		$291K Buy
2,630
+381
+17% +$42.2K ﹤0.01% 2375
2024
Q1 		$234K Buy
+2,249
New +$220K ﹤0.01% 2450
2015
Q1 		– Sell
-25
Closed -$2K – 4395
2014
Q4 		$2K Buy
+25
New +$1.77K ﹤0.01% 3847

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

Creative Planning's STRA Position: Q2 2026 in Review

Creative Planning reduced its Strategic Education (STRA) stake by 1.6% in Q2 2026, selling an estimated $74.4K and leaving 59,114 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Creative Planning first reported a position in STRA in Q4 2014 and has held it in 9 quarters since. The position peaked at $4.98M in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Creative Planning held 59,114 shares of Strategic Education worth $4.53M as of Q2 2026.
  • Creative Planning sold 940 Strategic Education shares in Q2 2026, an estimated $74.4K.
  • Strategic Education made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1486 holding.
  • Creative Planning first reported a position in Strategic Education in Q4 2014 and has held it in 9 quarters since.
  • Creative Planning's Strategic Education position peaked at $4.98M in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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