EverSource Wealth Advisors’s Stride LRN Stock Holding History

EverSource Wealth Advisors’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	$20.5K	Sell	238 -194	-45%	-$17.8K	﹤0.01%	2410
2026 Q1	$38.1K	Buy	432 +225	+109%	+$18.3K	﹤0.01%	2086
2025 Q4	$13.4K	Sell	207 -268	-56%	-$24.3K	﹤0.01%	2646
2025 Q3	$70.7K	Sell	475 -37	-7%	-$5.42K	﹤0.01%	1461
2025 Q2	$74.3K	Buy	512 +424	+482%	+$61.3K	﹤0.01%	1367
2025 Q1	$11.1K	Buy	88 +34	+63%	+$4.3K	﹤0.01%	2055
2024 Q4	$5.61K	Sell	54 -4	-7%	-$381	﹤0.01%	2291
2024 Q3	$4.95K	Buy	58 +37	+176%	+$2.86K	﹤0.01%	2225
2024 Q2	$1.6K	Hold	21	–	–	﹤0.01%	2620
2024 Q1	$1.4K	Hold	21	–	–	﹤0.01%	2481
2023 Q4	$1.25K	Buy	21 +6	+40%	+$328	﹤0.01%	2323
2023 Q3	$675	Buy	15 +2	+15%	+$81	﹤0.01%	2330
2023 Q2	$484	Buy	13 +5	+63%	+$200	﹤0.01%	2361
2023 Q1	$314	Buy	+8	New	+$314	﹤0.01%	2287
2022 Q4	–	Sell	-37	Closed	-$2K	–	2372
2022 Q3	$2K	Buy	+37	New	+$1.49K	﹤0.01%	1692

Other funds holding LRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EverSource Wealth Advisors's LRN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Stride (LRN) stake by 45% in Q2 2026, selling an estimated $17.8K and leaving 238 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

EverSource Wealth Advisors first reported a position in LRN in Q3 2022 and has held it in 15 quarters since. The position peaked at $74.3K in Q2 2025. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

EverSource Wealth Advisors held 238 shares of Stride worth $20.5K as of Q2 2026.
EverSource Wealth Advisors sold 194 Stride shares in Q2 2026, an estimated $17.8K.
Stride made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2410 holding.
EverSource Wealth Advisors first reported a position in Stride in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Stride position peaked at $74.3K in Q2 2025.
413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.