Diversify Wealth Management’s Stride LRN Stock Holding History

Diversify 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
2025 Q2	–	Sell	-1,571	Closed	-$224K	–	542
2025 Q1	$224K	Buy	+1,571	New	+$199K	0.02%	476

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's LRN Position: Q2 2025 in Review

Diversify Wealth Management sold out of Stride (LRN) in Q2 2025, closing a stake of 1,571 shares — an estimated $224K sold.

Diversify Wealth Management first reported a position in LRN in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 535 funds tracked by Wall St. Rank hold LRN as of Q2 2025.

Diversify Wealth Management reported no remaining Stride position as of Q2 2025 after selling out during the quarter.
Diversify Wealth Management sold 1,571 Stride shares in Q2 2025, an estimated $224K.
Diversify Wealth Management first reported a position in Stride in Q1 2025 and held it in 1 quarter.
Diversify Wealth Management's Stride position peaked at $224K in Q1 2025.
535 funds tracked by Wall St. Rank held Stride as of Q2 2025.

Based on Diversify Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.