Optivise Advisory Services
LRN icon

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
2026
Q3 		$206K Buy
+2,640
New +$222K 0.1% 216
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

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Swedbank
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Optivise Advisory Services's LRN Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in Stride (LRN) in Q3 2026: 2,640 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #216 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in LRN as recently as Q2 2025.

Optivise Advisory Services first reported a position in LRN in Q1 2025 and has held it in 3 quarters since. The position peaked at $281K in Q2 2025. 174 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • Optivise Advisory Services held 2,640 shares of Stride worth $206K as of Q3 2026.
  • Stride was a new Optivise Advisory Services position in Q3 2026.
  • Stride made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #216 holding.
  • Optivise Advisory Services first reported a position in Stride in Q1 2025 and has held it in 3 quarters since.
  • Optivise Advisory Services's Stride position peaked at $281K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Stride as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.