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Financial Perspectives’s Stride LRN Stock Holding History

Financial Perspectives’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 		$87.6K Hold
994
– – 0.02% 243
2025
Q4 		$64.5K Hold
994
– – 0.02% 272
2025
Q3 		$148K Hold
994
– – 0.04% 194
2025
Q2 		$144K Hold
994
– – 0.04% 181
2025
Q1 		$126K Hold
994
– – 0.04% 187
2024
Q4 		$103K Hold
994
– – 0.03% 211
2024
Q3 		$84.8K Hold
994
– – 0.03% 232
2024
Q2 		$70.1K Hold
994
– – 0.03% 237
2024
Q1 		$62.7K Hold
994
– – 0.02% 252
2023
Q4 		$59K Hold
994
– – 0.02% 255
2023
Q3 		$44.8K Hold
994
– – 0.02% 270
2023
Q2 		$37K Hold
994
– – 0.02% 292
2023
Q1 		$39K Hold
994
– – 0.02% 279
2022
Q4 		$31.1K Hold
994
– – 0.02% 311
2022
Q3 		$41.8K Hold
994
– – 0.02% 257
2022
Q2 		$40.5K Hold
994
– – 0.02% 256
2022
Q1 		$36.1K Hold
994
– – 0.02% 292
2021
Q4 		$33.1K Hold
994
– – 0.02% 290
2021
Q3 		$35.7K Hold
994
– – 0.02% 276
2021
Q2 		$31.9K Sell
994
-28,935
-97% -$863K 0.02% 313
2021
Q1 		$994K Buy
29,929
+28,935
+2,911% +$751K 0.05% 212
2020
Q4 		$21.1K Buy
994
+414
+71% +$10.3K 0.01% 330
2020
Q3 		$15.3K Buy
+580
New +$22.4K 0.01% 323

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
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

Financial Perspectives's LRN Position: Q1 2026 in Review

Financial Perspectives held its Stride (LRN) position steady in Q1 2026 at 994 shares worth $87.6K. The position accounts for 0.02% of the portfolio, ranked #243.

Financial Perspectives first reported a position in LRN in Q3 2020 and has held it in 23 quarters since. The position peaked at $994K in Q1 2021. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Financial Perspectives held 994 shares of Stride worth $87.6K as of Q1 2026.
  • Financial Perspectives left its Stride share count unchanged in Q1 2026.
  • Stride made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #243 holding.
  • Financial Perspectives first reported a position in Stride in Q3 2020 and has held it in 23 quarters since.
  • Financial Perspectives's Stride position peaked at $994K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.