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Montag & Associates’s Stride LRN Stock Holding History

Montag & Associates’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
Q4 		– Sell
-23
Closed -$3.43K – 1074
2025
Q3 		$3.43K Buy
+23
New +$3.37K ﹤0.01% 857

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Montag & Associates's LRN Position: Q4 2025 in Review

Montag & Associates sold out of Stride (LRN) in Q4 2025, closing a stake of 23 shares — an estimated $3.43K sold.

Montag & Associates first reported a position in LRN in Q3 2025 and held it in 1 quarter. The position peaked at $3.43K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

  • Montag & Associates reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 23 Stride shares in Q4 2025, an estimated $3.43K.
  • Montag & Associates first reported a position in Stride in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Stride position peaked at $3.43K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.