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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
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

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Peterson Wealth Services's LRN Position: Q2 2026 in Review

Peterson Wealth Services increased its Stride (LRN) stake by 37% in Q2 2026, buying an estimated $43K and bringing the position to 1,733 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #143.

Peterson Wealth Services first reported a position in LRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $176K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Peterson Wealth Services held 1,733 shares of Stride worth $149K as of Q2 2026.
  • Peterson Wealth Services bought 468 Stride shares in Q2 2026, an estimated $43K.
  • Stride made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #143 holding.
  • Peterson Wealth Services first reported a position in Stride in Q3 2025 and has held it in 4 quarters since.
  • Peterson Wealth Services's Stride position peaked at $176K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.