LMG Wealth Partners’s Stride LRN Stock Holding History

LMG Wealth Partners’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	-9,810	Closed	-$1.46M	–	155
2025 Q3	$1.46M	Buy	9,810 +1,787	+22%	+$262K	0.27%	87
2025 Q2	$1.16M	Buy	+8,023	New	+$1.16M	0.24%	88

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, United Kingdom $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 $1.02T AUM 30.18% 1-Year Est. Return

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

LMG Wealth Partners's LRN Position: Q4 2025 in Review

LMG Wealth Partners sold out of Stride (LRN) in Q4 2025, closing a stake of 9,810 shares — an estimated $1.46M sold.

LMG Wealth Partners first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $1.46M in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

LMG Wealth Partners reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
LMG Wealth Partners sold 9,810 Stride shares in Q4 2025, an estimated $1.46M.
LMG Wealth Partners first reported a position in Stride in Q2 2025 and held it in 2 quarters.
LMG Wealth Partners's Stride position peaked at $1.46M in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on LMG Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.