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Pinnacle Wealth Planning Services’s Stride LRN Stock Holding History

Pinnacle Wealth Planning 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 		$90.6K Buy
1,050
+11
+1% +$1.01K 0.01% 927
2026
Q1 		$91.6K Buy
1,039
+57
+6% +$4.62K 0.01% 848
2025
Q4 		$63.8K Buy
+982
New +$89.2K 0.01% 1038

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

Pinnacle Wealth Planning Services's LRN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Stride (LRN) stake by 1.1% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,050 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #927.

Pinnacle Wealth Planning Services first reported a position in LRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.6K in Q1 2026. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,050 shares of Stride worth $90.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 11 Stride shares in Q2 2026, an estimated $1.01K.
  • Stride made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #927 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stride in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Stride position peaked at $91.6K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.