IWC
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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
Q2 		$1.36M Sell
15,778
-324
-2% -$29.8K 0.01% 1033
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 $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

Integrated Wealth Concepts's LRN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Stride (LRN) stake by 2% in Q2 2026, selling an estimated $29.8K and leaving 15,778 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1033.

Integrated Wealth Concepts first reported a position in LRN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2026. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Integrated Wealth Concepts held 15,778 shares of Stride worth $1.36M as of Q2 2026.
  • Integrated Wealth Concepts sold 324 Stride shares in Q2 2026, an estimated $29.8K.
  • Stride made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1033 holding.
  • Integrated Wealth Concepts first reported a position in Stride in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Stride position peaked at $1.42M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.