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Gilpin Wealth Management’s Strategic Education STRA Stock Holding History

Gilpin Wealth Management’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307 Sell
4
-2
-33% -$158 ﹤0.01% 821
2026
Q1 		$498 Buy
6
+1
+20% +$81 ﹤0.01% 621
2025
Q4 		$401 Buy
+5
New +$399 ﹤0.01% 484

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Strategic Education (STRA) stake by 33% in Q2 2026, selling an estimated $158 and leaving 4 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Gilpin Wealth Management first reported a position in STRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $498 in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of Strategic Education worth $307 as of Q2 2026.
  • Gilpin Wealth Management sold 2 Strategic Education shares in Q2 2026, an estimated $158.
  • Strategic Education made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Gilpin Wealth Management first reported a position in Strategic Education in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Strategic Education position peaked at $498 in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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