Portside Wealth Group’s Stride LRN Stock Holding History

Portside Wealth Group’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
2025 Q4	–	Sell	-2,627	Closed	-$391K	–	491
2025 Q3	$391K	Buy	2,627 +217	+9%	+$31.8K	0.05%	310
2025 Q2	$350K	Sell	2,410 -2,568	-52%	-$371K	0.05%	312
2025 Q1	$630K	Buy	4,978 +1,713	+52%	+$217K	0.1%	203
2024 Q4	$339K	Buy	3,265 +425	+15%	+$40.4K	0.06%	298
2024 Q3	$242K	Buy	+2,840	New	+$220K	0.04%	344

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Portside Wealth Group's LRN Position: Q4 2025 in Review

Portside Wealth Group sold out of Stride (LRN) in Q4 2025, closing a stake of 2,627 shares — an estimated $391K sold.

Portside Wealth Group first reported a position in LRN in Q3 2024 and held it in 5 quarters. The position peaked at $630K in Q1 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Portside Wealth Group reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Portside Wealth Group sold 2,627 Stride shares in Q4 2025, an estimated $391K.
Portside Wealth Group first reported a position in Stride in Q3 2024 and held it in 5 quarters.
Portside Wealth Group's Stride position peaked at $630K in Q1 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.