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 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	–	2376
2022 Q3	$2K	Buy	+37	New	+$1.49K	﹤0.01%	1692

Other funds holding LRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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