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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
Q2 		$607K Buy
7,034
+8
+0.1% +$735 0.04% 442
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
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 $3.38T AUM 44.17% 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

Evolve Private Wealth's LRN Position: Q2 2026 in Review

Evolve Private Wealth increased its Stride (LRN) stake by 0.11% in Q2 2026, buying an estimated $735 and bringing the position to 7,034 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #442.

Evolve Private Wealth first reported a position in LRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $619K in Q1 2026. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Evolve Private Wealth held 7,034 shares of Stride worth $607K as of Q2 2026.
  • Evolve Private Wealth bought 8 Stride shares in Q2 2026, an estimated $735.
  • Stride made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #442 holding.
  • Evolve Private Wealth first reported a position in Stride in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Stride position peaked at $619K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.