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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
Q2 		$85.7K Hold
994
– – 0.02% 262
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 Hold
994
– – 0.02% 313
2021
Q1 		$29.9K Hold
994
– – 0.02% 301
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 $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 $3.37T AUM 44.26% 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

Financial Perspectives's LRN Position: Q2 2026 in Review

Financial Perspectives held its Stride (LRN) position steady in Q2 2026 at 994 shares worth $85.7K. The position accounts for 0.02% of the portfolio, ranked #262.

Financial Perspectives first reported a position in LRN in Q3 2020 and has held it in 24 quarters since. The position peaked at $148K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Financial Perspectives held 994 shares of Stride worth $85.7K as of Q2 2026.
  • Financial Perspectives left its Stride share count unchanged in Q2 2026.
  • Stride made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #262 holding.
  • Financial Perspectives first reported a position in Stride in Q3 2020 and has held it in 24 quarters since.
  • Financial Perspectives's Stride position peaked at $148K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.