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Mark Sheptoff Financial Planning’s Stride LRN Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-25
Closed -$3.63K – 520
2025
Q2 		$3.63K Buy
+25
New +$3.62K ﹤0.01% 426

Other funds holding LRN

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mark Sheptoff Financial Planning's LRN Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Stride (LRN) in Q3 2025, closing a stake of 25 shares — an estimated $3.63K sold.

Mark Sheptoff Financial Planning first reported a position in LRN in Q2 2025 and held it in 1 quarter. The position peaked at $3.63K in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Stride shares in Q3 2025, an estimated $3.63K.
  • Mark Sheptoff Financial Planning first reported a position in Stride in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Stride position peaked at $3.63K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.