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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's LRN Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Stride (LRN) stake by 94% in Q1 2026, selling an estimated $145K and leaving 104 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Measured Wealth Private Client Group first reported a position in LRN in Q2 2024 and has held it in 8 quarters since. The position peaked at $688K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

Measured Wealth Private Client Group held 104 shares of Stride worth $9.17K as of Q1 2026.
Measured Wealth Private Client Group sold 1,786 Stride shares in Q1 2026, an estimated $145K.
Stride made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #575 holding.
Measured Wealth Private Client Group first reported a position in Stride in Q2 2024 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Stride position peaked at $688K in Q3 2025.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.