MWM
LRN icon

Moran Wealth Management’s Stride LRN Stock Holding History

Moran Wealth Management’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 		– Sell
-8,860
Closed -$575K – 527
2025
Q4 		$575K Buy
8,860
+1,138
+15% +$103K 0.02% 391
2025
Q3 		$1.15M Buy
7,722
+133
+2% +$19.5K 0.03% 331
2025
Q2 		$1.1M Sell
7,589
-590
-7% -$85.3K 0.03% 320
2025
Q1 		$1.03M Sell
8,179
-643
-7% -$81.3K 0.03% 305
2024
Q4 		$917K Buy
8,822
+187
+2% +$17.8K 0.03% 305
2024
Q3 		$737K Buy
8,635
+1,728
+25% +$134K 0.02% 327
2024
Q2 		$487K Buy
6,907
+335
+5% +$22.3K 0.02% 343
2024
Q1 		$414K Buy
6,572
+354
+6% +$21.3K 0.01% 341
2023
Q4 		$369K Buy
6,218
+95
+2% +$5.2K 0.01% 349
2023
Q3 		$276K Sell
6,123
-3,188
-34% -$130K 0.01% 331
2023
Q2 		$347K Buy
+9,311
New +$373K 0.01% 327

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
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

Moran Wealth Management's LRN Position: Q1 2026 in Review

Moran Wealth Management sold out of Stride (LRN) in Q1 2026, closing a stake of 8,860 shares — an estimated $575K sold.

Moran Wealth Management first reported a position in LRN in Q2 2023 and held it in 11 quarters. The position peaked at $1.15M in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Moran Wealth Management reported no remaining Stride position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 8,860 Stride shares in Q1 2026, an estimated $575K.
  • Moran Wealth Management first reported a position in Stride in Q2 2023 and held it in 11 quarters.
  • Moran Wealth Management's Stride position peaked at $1.15M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.