Orion Portfolio Solutions’s Strategic Education STRA Stock Holding History

Orion Portfolio Solutions’s Portfolio STRA Stock Details STRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$747K	Buy	8,892 +2,898	+48%	+$266K	0.01%	1219
2024 Q4	$560K	Sell	5,994 -1,531	-20%	-$143K	0.01%	1302
2024 Q3	$696K	Sell	7,525 -9	-0.1%	-$911	0.01%	1201
2024 Q2	$834K	Buy	7,534 +1,082	+17%	+$120K	0.01%	1061
2024 Q1	$672K	Sell	6,452 -354	-5%	-$34.6K	0.01%	1157
2023 Q4	$622K	Sell	6,806 -617	-8%	-$53.4K	0.01%	1130
2023 Q3	$559K	Buy	7,423 +20	+0.3%	+$1.47K	0.01%	1164
2023 Q2	$502K	Sell	7,403 -157	-2%	-$12.8K	0.01%	1208
2023 Q1	$679K	Buy	+7,560	New	+$669K	0.01%	1028
2020 Q3	–	Sell	-2	Closed	–	–	1840
2020 Q2	$0	Hold	2	–	–	﹤0.01%	2449
2020 Q1	$0	Buy	+2	New	+$305	﹤0.01%	2287

Other funds holding STRA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Orion Portfolio Solutions's STRA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Strategic Education (STRA) stake by 48% in Q1 2025, buying an estimated $266K and bringing the position to 8,892 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #1219.

Orion Portfolio Solutions first reported a position in STRA in Q1 2020 and has held it in 11 quarters since. The position peaked at $834K in Q2 2024. 237 funds tracked by Wall St. Rank hold STRA as of Q1 2025.

Orion Portfolio Solutions held 8,892 shares of Strategic Education worth $747K as of Q1 2025.
Orion Portfolio Solutions bought 2,898 Strategic Education shares in Q1 2025, an estimated $266K.
Strategic Education made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1219 holding.
Orion Portfolio Solutions first reported a position in Strategic Education in Q1 2020 and has held it in 11 quarters since.
Orion Portfolio Solutions's Strategic Education position peaked at $834K in Q2 2024.
237 funds tracked by Wall St. Rank held Strategic Education as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.