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Golden State Wealth Management’s Stride LRN Stock Holding History

Golden State 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 		$4.31K Hold
50
– – ﹤0.01% 1286
2026
Q1 		$4.41K Sell
50
-57
-53% -$4.62K ﹤0.01% 1233
2025
Q4 		$6.95K Sell
107
-68
-39% -$6.17K ﹤0.01% 1184
2025
Q3 		$26.1K Sell
175
-100
-36% -$14.7K ﹤0.01% 853
2025
Q2 		$39.9K Buy
275
+75
+38% +$10.8K ﹤0.01% 696
2025
Q1 		$25.3K Hold
200
– – ﹤0.01% 745
2024
Q4 		$20.8K Buy
+200
New +$19K ﹤0.01% 758

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

Golden State Wealth Management's LRN Position: Q2 2026 in Review

Golden State Wealth Management held its Stride (LRN) position steady in Q2 2026 at 50 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Golden State Wealth Management first reported a position in LRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9K in Q2 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Golden State Wealth Management held 50 shares of Stride worth $4.31K as of Q2 2026.
  • Golden State Wealth Management left its Stride share count unchanged in Q2 2026.
  • Stride made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1286 holding.
  • Golden State Wealth Management first reported a position in Stride in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Stride position peaked at $39.9K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.