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Pinnacle Wealth Planning Services’s Strategic Education STRA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4K Sell
384
-391
-50% -$30.9K ﹤0.01% 1605
2026
Q1 		$64.3K Buy
775
+19
+3% +$1.55K 0.01% 1051
2025
Q4 		$60.6K Buy
+756
New +$60.4K 0.01% 1070

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Strategic Education (STRA) stake by 50% in Q2 2026, selling an estimated $30.9K and leaving 384 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Pinnacle Wealth Planning Services first reported a position in STRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.3K in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 384 shares of Strategic Education worth $29.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 391 Strategic Education shares in Q2 2026, an estimated $30.9K.
  • Strategic Education made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1605 holding.
  • Pinnacle Wealth Planning Services first reported a position in Strategic Education in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Strategic Education position peaked at $64.3K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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