NIA Impact Advisors’s Stride LRN Stock Holding History

NIA Impact 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
2026 Q1	$3.84M	Sell	43,587 -3,603	-8%	-$292K	1.71%	22
2025 Q4	$3.06M	Sell	47,190 -705	-1%	-$64K	1.03%	43
2025 Q3	$7.13M	Sell	47,895 -2,159	-4%	-$317K	2.32%	9
2025 Q2	$7.27M	Sell	50,054 -7,530	-13%	-$1.09M	2.51%	11
2025 Q1	$7.28M	Sell	57,584 -2,398	-4%	-$303K	2.7%	6
2024 Q4	$6.23M	Sell	59,982 -14,410	-19%	-$1.37M	2.03%	19
2024 Q3	$6.35M	Sell	74,392 -988	-1%	-$76.4K	2.11%	17
2024 Q2	$5.31M	Sell	75,380 -2,460	-3%	-$164K	1.91%	18
2024 Q1	$4.91M	Buy	+77,840	New	+$4.69M	1.96%	19
2023 Q2	$3.71M	Buy	94,794 +105	+0.1%	+$4.2K	2.11%	22
2023 Q1	$3.72M	Buy	94,689 +5,354	+6%	+$210K	2.01%	25
2022 Q4	$2.79M	Buy	89,335 +10,000	+13%	+$367K	1.62%	30
2022 Q3	$3.33M	Buy	79,335 +38,851	+96%	+$1.57M	2.06%	25
2022 Q2	$1.65M	Buy	+40,484	New	+$1.5M	0.99%	39

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