IWC
LRN icon

Integrated Wealth Concepts’s Stride LRN Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.42M Buy
+16,102
New +$1.31M 0.01% 919
2025
Q3 		– Sell
-1,522
Closed -$221K – 2048
2025
Q2 		$221K Buy
+1,522
New +$220K ﹤0.01% 1712

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's LRN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Stride (LRN) in Q1 2026: 16,102 shares worth $1.42M. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LRN as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in LRN in Q2 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Integrated Wealth Concepts held 16,102 shares of Stride worth $1.42M as of Q1 2026.
  • Stride was a new Integrated Wealth Concepts position in Q1 2026.
  • Stride made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #919 holding.
  • Integrated Wealth Concepts first reported a position in Stride in Q2 2025 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.