Evolve Private Wealth’s Stride LRN Stock Holding History

Evolve Private Wealth’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	$619K	Buy	7,026 +721	+11%	+$58.5K	0.03%	484
2025 Q4	$409K	Buy	+6,305	New	+$572K	0.02%	614

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolve Private Wealth's LRN Position: Q1 2026 in Review

Evolve Private Wealth increased its Stride (LRN) stake by 11% in Q1 2026, buying an estimated $58.5K and bringing the position to 7,026 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #484.

Evolve Private Wealth first reported a position in LRN in Q4 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

Evolve Private Wealth held 7,026 shares of Stride worth $619K as of Q1 2026.
Evolve Private Wealth bought 721 Stride shares in Q1 2026, an estimated $58.5K.
Stride made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #484 holding.
Evolve Private Wealth first reported a position in Stride in Q4 2025 and has held it in 2 quarters since.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.