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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
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 $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

Pinnacle Wealth Planning Services's LRN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Stride (LRN) stake by 5.8% in Q1 2026, buying an estimated $4.62K and bringing the position to 1,039 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #848.

Pinnacle Wealth Planning Services first reported a position in LRN in Q4 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,039 shares of Stride worth $91.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 57 Stride shares in Q1 2026, an estimated $4.62K.
  • Stride made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #848 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stride in Q4 2025 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.