Kestra Private Wealth Services’s Stride LRN Stock Holding History

Kestra Private Wealth Services’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
2025 Q4	–	Sell	-5,515	Closed	-$821K	–	1778
2025 Q3	$821K	Buy	5,515 +1,759	+47%	+$258K	0.01%	864
2025 Q2	$545K	Sell	3,756 -2,337	-38%	-$338K	0.01%	994
2025 Q1	$771K	Buy	+6,093	New	+$770K	0.01%	778

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kestra Private Wealth Services's LRN Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Stride (LRN) in Q4 2025, closing a stake of 5,515 shares — an estimated $821K sold.

Kestra Private Wealth Services first reported a position in LRN in Q1 2025 and held it in 3 quarters. The position peaked at $821K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Kestra Private Wealth Services reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 5,515 Stride shares in Q4 2025, an estimated $821K.
Kestra Private Wealth Services first reported a position in Stride in Q1 2025 and held it in 3 quarters.
Kestra Private Wealth Services's Stride position peaked at $821K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.