GWM
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Gilpin Wealth Management’s Stride LRN Stock Holding History

Gilpin Wealth 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
2026
Q2 		$604 Hold
7
– – ﹤0.01% 616
2026
Q1 		$618 Buy
7
+3
+75% +$243 ﹤0.01% 556
2025
Q4 		$260 Buy
+4
New +$363 ﹤0.01% 580

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

Gilpin Wealth Management's LRN Position: Q2 2026 in Review

Gilpin Wealth Management held its Stride (LRN) position steady in Q2 2026 at 7 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Gilpin Wealth Management first reported a position in LRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $618 in Q1 2026. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Gilpin Wealth Management held 7 shares of Stride worth $604 as of Q2 2026.
  • Gilpin Wealth Management left its Stride share count unchanged in Q2 2026.
  • Stride made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Gilpin Wealth Management first reported a position in Stride in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Stride position peaked at $618 in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.