CreativeOne Wealth’s Stride LRN Stock Holding History

CreativeOne Wealth’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
2025 Q3	–	Sell	-4,921	Closed	-$714K	–	1184
2025 Q2	$714K	Buy	+4,921	New	+$712K	0.02%	640

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CreativeOne Wealth's LRN Position: Q3 2025 in Review

CreativeOne Wealth sold out of Stride (LRN) in Q3 2025, closing a stake of 4,921 shares — an estimated $714K sold.

CreativeOne Wealth first reported a position in LRN in Q2 2025 and held it in 1 quarter. The position peaked at $714K in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

CreativeOne Wealth reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
CreativeOne Wealth sold 4,921 Stride shares in Q3 2025, an estimated $714K.
CreativeOne Wealth first reported a position in Stride in Q2 2025 and held it in 1 quarter.
CreativeOne Wealth's Stride position peaked at $714K in Q2 2025.
518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.