HB Wealth Management’s Stride LRN Stock Holding History

HB 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
2025 Q4	–	Sell	-2,078	Closed	-$309K	–	1436
2025 Q3	$309K	Buy	+2,078	New	+$305K	﹤0.01%	1059
2025 Q2	–	Sell	-2,435	Closed	-$308K	–	1243
2025 Q1	$308K	Buy	+2,435	New	+$308K	﹤0.01%	954

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HB Wealth Management's LRN Position: Q4 2025 in Review

HB Wealth Management sold out of Stride (LRN) in Q4 2025, closing a stake of 2,078 shares — an estimated $309K sold.

HB Wealth Management first reported a position in LRN in Q1 2025 and held it in 2 quarters. The position peaked at $309K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

HB Wealth Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
HB Wealth Management sold 2,078 Stride shares in Q4 2025, an estimated $309K.
HB Wealth Management first reported a position in Stride in Q1 2025 and held it in 2 quarters.
HB Wealth Management's Stride position peaked at $309K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.