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Optivise Advisory Services’s Stride LRN Stock Holding History

Optivise Advisory Services’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
-1,936
Closed -$281K – 232
2025
Q2 		$281K Sell
1,936
-43
-2% -$6.22K 0.14% 145
2025
Q1 		$250K Buy
+1,979
New +$250K 0.14% 150

Other funds holding LRN

BlackRock
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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 $3.37T AUM 44.26% 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

Optivise Advisory Services's LRN Position: Q3 2025 in Review

Optivise Advisory Services sold out of Stride (LRN) in Q3 2025, closing a stake of 1,936 shares — an estimated $281K sold.

Optivise Advisory Services first reported a position in LRN in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Optivise Advisory Services reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,936 Stride shares in Q3 2025, an estimated $281K.
  • Optivise Advisory Services first reported a position in Stride in Q1 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Stride position peaked at $281K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.