GoalVest Advisory’s Strategic Education STRA Stock Holding History

GoalVest Advisory’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	$766	Buy	+10	New	+$791	﹤0.01%	483

Other funds holding STRA

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

GoalVest Advisory's STRA Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Strategic Education (STRA) in Q2 2026: 10 shares worth $766. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

19 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

GoalVest Advisory held 10 shares of Strategic Education worth $766 as of Q2 2026.
Strategic Education was a new GoalVest Advisory position in Q2 2026.
Strategic Education made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #483 holding.
19 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.