EWM
LRN icon

Evergreen Wealth Management’s Stride LRN Stock Holding History

Evergreen 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
Q1 		$2.08M Buy
+23,629
New +$1.92M 1.08% 33

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Wealth Management's LRN Position: Q1 2026 in Review

Evergreen Wealth Management opened a new position in Stride (LRN) in Q1 2026: 23,629 shares worth $2.08M. The stake represents 1.08% of the portfolio and ranks #33 among its holdings.

419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Evergreen Wealth Management held 23,629 shares of Stride worth $2.08M as of Q1 2026.
  • Stride was a new Evergreen Wealth Management position in Q1 2026.
  • Stride made up 1.08% of Evergreen Wealth Management's portfolio in Q1 2026, its #33 holding.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Evergreen Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.