MYIA
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Mount Yale Investment Advisors’s Stride LRN Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-2,296
Closed -$333K – 1205
2025
Q2 		$333K Sell
2,296
-2,308
-50% -$334K 0.03% 430
2025
Q1 		$582K Buy
+4,604
New +$582K 0.05% 299

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mount Yale Investment Advisors's LRN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Stride (LRN) in Q3 2025, closing a stake of 2,296 shares — an estimated $333K sold.

Mount Yale Investment Advisors first reported a position in LRN in Q1 2025 and held it in 2 quarters. The position peaked at $582K in Q1 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,296 Stride shares in Q3 2025, an estimated $333K.
  • Mount Yale Investment Advisors first reported a position in Stride in Q1 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Stride position peaked at $582K in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.