NewEdge Wealth’s Stride LRN Stock Holding History

NewEdge Wealth’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	-10,104	Closed	-$726K	–	1201
2025 Q3	$726K	Buy	10,104 +2,099	+26%	+$308K	0.01%	643
2025 Q2	$1.15M	Buy	8,005 +119	+2%	+$17.2K	0.02%	501
2025 Q1	$998K	Buy	7,886 +1,024	+15%	+$129K	0.02%	487
2024 Q4	$713K	Buy	+6,862	New	+$653K	0.01%	554

Other funds holding LRN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NewEdge Wealth's LRN Position: Q4 2025 in Review

NewEdge Wealth sold out of Stride (LRN) in Q4 2025, closing a stake of 10,104 shares — an estimated $726K sold.

NewEdge Wealth first reported a position in LRN in Q4 2024 and held it in 4 quarters. The position peaked at $1.15M in Q2 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

NewEdge Wealth reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
NewEdge Wealth sold 10,104 Stride shares in Q4 2025, an estimated $726K.
NewEdge Wealth first reported a position in Stride in Q4 2024 and held it in 4 quarters.
NewEdge Wealth's Stride position peaked at $1.15M in Q2 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.