Empirical Wealth Management
LRN icon

Empirical Wealth Management’s Stride LRN Stock Holding History

Empirical 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
Q3 		– Sell
-6,479
Closed -$559K – 1200
2026
Q2 		$559K Buy
6,479
+338
+6% +$31.1K 0.01% 639
2026
Q1 		$541K Buy
6,141
+1,537
+33% +$125K 0.01% 550
2025
Q4 		$299K Sell
4,604
-1,124
-20% -$102K 0.01% 699
2025
Q3 		$853K Buy
5,728
+1,408
+33% +$206K 0.02% 354
2025
Q2 		$627K Buy
4,320
+207
+5% +$29.9K 0.01% 385
2025
Q1 		$520K Buy
4,113
+881
+27% +$111K 0.01% 396
2024
Q4 		$336K Buy
3,232
+113
+4% +$10.7K 0.01% 484
2024
Q3 		$266K Buy
+3,119
New +$241K 0.01% 485

Other funds holding LRN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management's LRN Position: Q3 2026 in Review

Empirical Wealth Management sold out of Stride (LRN) in Q3 2026, closing a stake of 6,479 shares — an estimated $559K sold.

Empirical Wealth Management first reported a position in LRN in Q3 2024 and held it in 8 quarters. The position peaked at $853K in Q3 2025. 198 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • Empirical Wealth Management reported no remaining Stride position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 6,479 Stride shares in Q3 2026, an estimated $559K.
  • Empirical Wealth Management first reported a position in Stride in Q3 2024 and held it in 8 quarters.
  • Empirical Wealth Management's Stride position peaked at $853K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Stride as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.