Forum Financial Management’s Stride LRN Stock Holding History

Forum Financial Management’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
2025 Q4	–	Sell	-1,586	Closed	-$236K	–	1041
2025 Q3	$236K	Buy	1,586 +33	+2%	+$4.84K	﹤0.01%	870
2025 Q2	$225K	Buy	+1,553	New	+$225K	﹤0.01%	836

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Forum Financial Management's LRN Position: Q4 2025 in Review

Forum Financial Management sold out of Stride (LRN) in Q4 2025, closing a stake of 1,586 shares — an estimated $236K sold.

Forum Financial Management first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Forum Financial Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Forum Financial Management sold 1,586 Stride shares in Q4 2025, an estimated $236K.
Forum Financial Management first reported a position in Stride in Q2 2025 and held it in 2 quarters.
Forum Financial Management's Stride position peaked at $236K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.