Peterson Wealth Services
LRN icon

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
Q3 		– Sell
-1,733
Closed -$149K – 240
2026
Q2 		$149K Buy
1,733
+468
+37% +$43K 0.03% 143
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

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Swedbank
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Principal Financial Group
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American Century Companies
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JP Morgan Chase
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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

Peterson Wealth Services's LRN Position: Q3 2026 in Review

Peterson Wealth Services sold out of Stride (LRN) in Q3 2026, closing a stake of 1,733 shares — an estimated $149K sold.

Peterson Wealth Services first reported a position in LRN in Q3 2025 and held it in 4 quarters. The position peaked at $176K in Q3 2025. 243 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • Peterson Wealth Services reported no remaining Stride position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 1,733 Stride shares in Q3 2026, an estimated $149K.
  • Peterson Wealth Services first reported a position in Stride in Q3 2025 and held it in 4 quarters.
  • Peterson Wealth Services's Stride position peaked at $176K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Stride as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.