IAA
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Independent Advisor Alliance’s Stride LRN Stock Holding History

Independent Advisor Alliance’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 		$929K Sell
10,774
-252
-2% -$23.2K 0.02% 483
2026
Q1 		$972K Buy
11,026
+209
+2% +$17K 0.01% 844
2025
Q4 		$702K Sell
10,817
-415
-4% -$37.7K 0.02% 565
2025
Q3 		$1.67M Buy
11,232
+723
+7% +$106K 0.04% 331
2025
Q2 		$1.53M Buy
10,509
+257
+3% +$37.2K 0.04% 332
2025
Q1 		$1.3M Buy
+10,252
New +$1.3M 0.04% 327

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's LRN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Stride (LRN) stake by 2.3% in Q2 2026, selling an estimated $23.2K and leaving 10,774 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #483.

Independent Advisor Alliance first reported a position in LRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Independent Advisor Alliance held 10,774 shares of Stride worth $929K as of Q2 2026.
  • Independent Advisor Alliance sold 252 Stride shares in Q2 2026, an estimated $23.2K.
  • Stride made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #483 holding.
  • Independent Advisor Alliance first reported a position in Stride in Q1 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Stride position peaked at $1.67M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.