EWM
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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
Q2 		$2.08M Buy
24,100
+471
+2% +$43.3K 0.97% 34
2026
Q1 		$2.08M Buy
+23,629
New +$1.92M 1.08% 33

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evergreen Wealth Management's LRN Position: Q2 2026 in Review

Evergreen Wealth Management increased its Stride (LRN) stake by 2% in Q2 2026, buying an estimated $43.3K and bringing the position to 24,100 shares worth $2.08M. The position accounts for 0.97% of the portfolio, ranked #34.

Evergreen Wealth Management first reported a position in LRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.08M in Q1 2026. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Evergreen Wealth Management held 24,100 shares of Stride worth $2.08M as of Q2 2026.
  • Evergreen Wealth Management bought 471 Stride shares in Q2 2026, an estimated $43.3K.
  • Stride made up 0.97% of Evergreen Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Evergreen Wealth Management first reported a position in Stride in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Management's Stride position peaked at $2.08M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.