Icon Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

Icon Wealth Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-676	Closed	-$148K	–	474
2025 Q3	$148K	Sell	676 -431	-39%	-$82.8K	0.01%	421
2025 Q2	$209K	Sell	1,107 -234	-17%	-$43.4K	0.01%	362
2025 Q1	$232K	Sell	1,341 -1,383	-51%	-$240K	0.02%	323
2024 Q4	$446K	Sell	2,724 -179	-6%	-$27.4K	0.04%	229
2024 Q3	$412K	Sell	2,903 -1,409	-33%	-$203K	0.03%	236
2024 Q2	$672K	Sell	4,312 -959	-18%	-$132K	0.06%	173
2024 Q1	$718K	Sell	5,271 -623	-11%	-$81.3K	0.07%	164
2023 Q4	$778K	Buy	+5,894	New	+$767K	0.08%	146
2022 Q4	$747K	Sell	7,070 -468	-6%	-$46.7K	0.09%	161
2022 Q3	$620K	Buy	+7,538	New	+$653K	0.08%	172

Other funds holding LOPE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Icon Wealth Advisors's LOPE Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Grand Canyon Education (LOPE) in Q4 2025, closing a stake of 676 shares — an estimated $148K sold.

Icon Wealth Advisors first reported a position in LOPE in Q3 2022 and held it in 10 quarters. The position peaked at $778K in Q4 2023. 485 funds tracked by Wall St. Rank hold LOPE as of Q4 2025.

Icon Wealth Advisors reported no remaining Grand Canyon Education position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 676 Grand Canyon Education shares in Q4 2025, an estimated $148K.
Icon Wealth Advisors first reported a position in Grand Canyon Education in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's Grand Canyon Education position peaked at $778K in Q4 2023.
485 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.