LPL Financial
STRA icon

LPL Financial’s Strategic Education STRA Stock Holding History

LPL Financial’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 		$1.39M Sell
18,084
-4,413
-20% -$349K ﹤0.01% 4127
2026
Q1 		$1.87M Sell
22,497
-7,951
-26% -$648K ﹤0.01% 3580
2025
Q4 		$2.44M Buy
30,448
+759
+3% +$60.6K ﹤0.01% 3207
2025
Q3 		$2.55M Buy
29,689
+5,176
+21% +$417K ﹤0.01% 3093
2025
Q2 		$2.09M Buy
24,513
+17,310
+240% +$1.47M ﹤0.01% 3085
2025
Q1 		$605K Sell
7,203
-340
-5% -$31.2K ﹤0.01% 3988
2024
Q4 		$705K Sell
7,543
-788
-9% -$73.6K ﹤0.01% 3792
2024
Q3 		$771K Buy
8,331
+329
+4% +$33.3K ﹤0.01% 3635
2024
Q2 		$885K Buy
8,002
+463
+6% +$51.2K ﹤0.01% 3365
2024
Q1 		$785K Buy
7,539
+503
+7% +$49.1K ﹤0.01% 3407
2023
Q4 		$650K Buy
7,036
+284
+4% +$24.6K ﹤0.01% 3442
2023
Q3 		$508K Buy
6,752
+154
+2% +$11.3K ﹤0.01% 3474
2023
Q2 		$448K Buy
6,598
+1,463
+28% +$119K ﹤0.01% 3530
2023
Q1 		$461K Buy
5,135
+175
+4% +$15.5K ﹤0.01% 3404
2022
Q4 		$388K Sell
4,960
-223
-4% -$16.5K ﹤0.01% 3468
2022
Q3 		$318K Buy
5,183
+1,580
+44% +$106K ﹤0.01% 3531
2022
Q2 		$254K Buy
3,603
+331
+10% +$22K ﹤0.01% 3764
2022
Q1 		$217K Buy
+3,272
New +$192K ﹤0.01% 3796
2019
Q3 		– Sell
-2,895
Closed -$515K – 3375
2019
Q2 		$515K Buy
+2,895
New +$474K ﹤0.01% 2258

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

LPL Financial's STRA Position: Q2 2026 in Review

LPL Financial reduced its Strategic Education (STRA) stake by 20% in Q2 2026, selling an estimated $349K and leaving 18,084 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4127.

LPL Financial first reported a position in STRA in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2025. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • LPL Financial held 18,084 shares of Strategic Education worth $1.39M as of Q2 2026.
  • LPL Financial sold 4,413 Strategic Education shares in Q2 2026, an estimated $349K.
  • Strategic Education made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4127 holding.
  • LPL Financial first reported a position in Strategic Education in Q2 2019 and has held it in 19 quarters since.
  • LPL Financial's Strategic Education position peaked at $2.55M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.