Measured Wealth Private Client Group’s Stride LRN Stock Holding History

Measured Wealth Private Client Group’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
2026 Q2	$8.97K	Hold	104	–	–	﹤0.01%	585
2026 Q1	$9.17K	Sell	104 -1,786	-94%	-$145K	﹤0.01%	575
2025 Q4	$123K	Sell	1,890 -2,729	-59%	-$248K	0.03%	238
2025 Q3	$688K	Buy	4,619 +169	+4%	+$24.8K	0.19%	75
2025 Q2	$646K	Buy	4,450 +28	+0.6%	+$4.05K	0.19%	79
2025 Q1	$559K	Sell	4,422 -79	-2%	-$9.98K	0.18%	78
2024 Q4	$468K	Sell	4,501 -573	-11%	-$54.5K	0.15%	92
2024 Q3	$433K	Buy	5,074 +315	+7%	+$24.3K	0.14%	95
2024 Q2	$336K	Buy	+4,759	New	+$317K	0.12%	138

Other funds holding LRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Measured Wealth Private Client Group's LRN Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Stride (LRN) position steady in Q2 2026 at 104 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Measured Wealth Private Client Group first reported a position in LRN in Q2 2024 and has held it in 9 quarters since. The position peaked at $688K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Measured Wealth Private Client Group held 104 shares of Stride worth $8.97K as of Q2 2026.
Measured Wealth Private Client Group left its Stride share count unchanged in Q2 2026.
Stride made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #585 holding.
Measured Wealth Private Client Group first reported a position in Stride in Q2 2024 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Stride position peaked at $688K in Q3 2025.
414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.