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Peterson Wealth Services’s Stride LRN Stock Holding History

Peterson Wealth 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
Q1 		$112K Buy
1,265
+452
+56% +$36.7K 0.03% 145
2025
Q4 		$52.8K Sell
813
-12,632
-94% -$1.15M 0.01% 152
2025
Q3 		$176K Buy
+13,445
New +$1.97M 0.04% 128

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
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

Peterson Wealth Services's LRN Position: Q1 2026 in Review

Peterson Wealth Services increased its Stride (LRN) stake by 56% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,265 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #145.

Peterson Wealth Services first reported a position in LRN in Q3 2025 and has held it in 3 quarters since. The position peaked at $176K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Peterson Wealth Services held 1,265 shares of Stride worth $112K as of Q1 2026.
  • Peterson Wealth Services bought 452 Stride shares in Q1 2026, an estimated $36.7K.
  • Stride made up 0.03% of Peterson Wealth Services's portfolio in Q1 2026, its #145 holding.
  • Peterson Wealth Services first reported a position in Stride in Q3 2025 and has held it in 3 quarters since.
  • Peterson Wealth Services's Stride position peaked at $176K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.