Merit Financial Group’s Stride LRN Stock Holding History

Merit Financial 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	$3.47M	Sell	39,405 -978	-2%	-$79.3K	0.03%	497
2025 Q4	$2.62M	Buy	40,383 +10,541	+35%	+$957K	0.02%	542
2025 Q3	$4.44M	Sell	29,842 -2,901	-9%	-$425K	0.04%	340
2025 Q2	$4.75M	Buy	32,743 +77	+0.2%	+$11.1K	0.05%	294
2025 Q1	$4.13M	Buy	32,666 +971	+3%	+$123K	0.06%	255
2024 Q4	$3.29M	Sell	31,695 -389	-1%	-$37K	0.06%	257
2024 Q3	$2.74M	Buy	32,084 +1,089	+4%	+$84.2K	0.06%	236
2024 Q2	$2.19M	Sell	30,995 -834	-3%	-$55.6K	0.05%	256
2024 Q1	$2.22M	Buy	31,829 +444	+1%	+$26.8K	0.05%	253
2023 Q4	$1.86M	Buy	31,385 +4,743	+18%	+$260K	0.06%	214
2023 Q3	$1.2M	Buy	26,642 +4,820	+22%	+$196K	0.04%	297
2023 Q2	$812K	Sell	21,822 -600	-3%	-$24K	0.03%	376
2023 Q1	$880K	Buy	22,422 +225	+1%	+$8.83K	0.03%	304
2022 Q4	$694K	Buy	+22,197	New	+$815K	0.03%	361

Other funds holding LRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

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