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Gaddis Premier Wealth Advisors’s Stride LRN Stock Holding History

Gaddis Premier Wealth Advisors’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 		$932K Buy
10,806
+273
+3% +$25.1K 0.57% 33
2026
Q1 		$929K Buy
10,533
+7,338
+230% +$595K 0.68% 27
2025
Q4 		$207K Buy
+3,195
New +$290K 0.16% 78

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

Gaddis Premier Wealth Advisors's LRN Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Stride (LRN) stake by 2.6% in Q2 2026, buying an estimated $25.1K and bringing the position to 10,806 shares worth $932K. The position accounts for 0.57% of the portfolio, ranked #33.

Gaddis Premier Wealth Advisors first reported a position in LRN in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 10,806 shares of Stride worth $932K as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 273 Stride shares in Q2 2026, an estimated $25.1K.
  • Stride made up 0.57% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Stride in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.