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JFS Wealth Advisors’s Strategic Education STRA Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$1.3K Buy
17
+4
+31% +$316 ﹤0.01% 1743
2026
Q1 		$1.08K Sell
13
-9
-41% -$733 ﹤0.01% 1656
2025
Q4 		$1.76K Buy
22
+6
+38% +$479 ﹤0.01% 1589
2025
Q3 		$1.38K Hold
16
– – ﹤0.01% 1537
2025
Q2 		$1.36K Buy
16
+1
+7% +$85 ﹤0.01% 1496
2025
Q1 		$1.26K Sell
15
-2
-12% -$183 ﹤0.01% 1602
2024
Q4 		$1.59K Hold
17
– – ﹤0.01% 1558
2024
Q3 		$1.57K Buy
17
+1
+6% +$101 ﹤0.01% 1582
2024
Q2 		$1.77K Hold
16
– – ﹤0.01% 1481
2024
Q1 		$1.67K Hold
16
– – ﹤0.01% 1510
2023
Q4 		$1.48K Buy
16
+1
+7% +$87 ﹤0.01% 1540
2023
Q3 		$1.13K Hold
15
– – ﹤0.01% 1566
2023
Q2 		$1.02K Sell
15
-1
-6% -$82 ﹤0.01% 1599
2023
Q1 		$1.44K Hold
16
– – ﹤0.01% 1477
2022
Q4 		$1.25K Hold
16
– – ﹤0.01% 1545
2022
Q3 		$1K Sell
16
-3
-16% -$202 ﹤0.01% 1652
2022
Q2 		$1K Buy
19
+7
+58% +$464 ﹤0.01% 1643
2022
Q1 		$1K Buy
12
+7
+140% +$411 ﹤0.01% 1735
2021
Q4 		$0 Buy
+5
New +$314 ﹤0.01% 1877

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

JFS Wealth Advisors's STRA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Strategic Education (STRA) stake by 31% in Q2 2026, buying an estimated $316 and bringing the position to 17 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

JFS Wealth Advisors first reported a position in STRA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77K in Q2 2024. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • JFS Wealth Advisors held 17 shares of Strategic Education worth $1.3K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Strategic Education shares in Q2 2026, an estimated $316.
  • Strategic Education made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1743 holding.
  • JFS Wealth Advisors first reported a position in Strategic Education in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Strategic Education position peaked at $1.77K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.