EWA
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EverSource Wealth Advisors’s Strategic Education STRA Stock Holding History

EverSource Wealth Advisors’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.4K Sell
266
-200
-43% -$15.8K ﹤0.01% 2415
2026
Q1 		$38.7K Sell
466
-152
-25% -$12.4K ﹤0.01% 2079
2025
Q4 		$49.6K Sell
618
-104
-14% -$8.3K ﹤0.01% 1753
2025
Q3 		$62.1K Sell
722
-440
-38% -$35.4K ﹤0.01% 1550
2025
Q2 		$98.9K Buy
1,162
+765
+193% +$65K ﹤0.01% 1215
2025
Q1 		$33.3K Buy
397
+114
+40% +$10.5K ﹤0.01% 1433
2024
Q4 		$26.4K Buy
283
+46
+19% +$4.3K ﹤0.01% 1483
2024
Q3 		$21.9K Hold
237
– – ﹤0.01% 1440
2024
Q2 		$25K Hold
237
– – ﹤0.01% 1395
2024
Q1 		$27.2K Hold
237
– – ﹤0.01% 1220
2023
Q4 		$21.9K Buy
237
+1
+0.4% +$87 ﹤0.01% 1200
2023
Q3 		$17.8K Sell
236
-43
-15% -$3.16K ﹤0.01% 1170
2023
Q2 		$18.9K Sell
279
-5
-2% -$408 ﹤0.01% 1174
2023
Q1 		$25.5K Sell
284
-144
-34% -$12.7K ﹤0.01% 998
2022
Q4 		$33.5K Sell
428
-18
-4% -$1.33K 0.01% 908
2022
Q3 		$27K Sell
446
-16
-3% -$1.08K 0.01% 804
2022
Q2 		$33K Sell
462
-12
-3% -$796 0.01% 706
2022
Q1 		$31K Buy
474
+133
+39% +$7.81K 0.01% 569
2021
Q4 		$20K Buy
+341
New +$21.4K 0.01% 692

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Strategic Education (STRA) stake by 43% in Q2 2026, selling an estimated $15.8K and leaving 266 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

EverSource Wealth Advisors first reported a position in STRA in Q4 2021 and has held it in 19 quarters since. The position peaked at $98.9K in Q2 2025. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • EverSource Wealth Advisors held 266 shares of Strategic Education worth $20.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 200 Strategic Education shares in Q2 2026, an estimated $15.8K.
  • Strategic Education made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2415 holding.
  • EverSource Wealth Advisors first reported a position in Strategic Education in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Strategic Education position peaked at $98.9K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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