IWC
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Integrated Wealth Concepts’s Strategic Education STRA Stock Holding History

Integrated Wealth Concepts’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,407
Closed -$207K – 2002
2025
Q3 		$207K Buy
+2,407
New +$194K ﹤0.01% 1836

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts's STRA Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Strategic Education (STRA) in Q4 2025, closing a stake of 2,407 shares — an estimated $207K sold.

Integrated Wealth Concepts first reported a position in STRA in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Strategic Education position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,407 Strategic Education shares in Q4 2025, an estimated $207K.
  • Integrated Wealth Concepts first reported a position in Strategic Education in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Strategic Education position peaked at $207K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q4 2025.

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