PWMG
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Private Wealth Management Group’s Stride LRN Stock Holding History

Private Wealth Management 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
2026
Q2 		$2.42K Hold
28
– – ﹤0.01% 1097
2026
Q1 		$2.47K Hold
28
– – ﹤0.01% 1015
2025
Q4 		$1.82K Hold
28
– – ﹤0.01% 1111
2025
Q3 		$4.17K Hold
28
– – ﹤0.01% 865
2025
Q2 		$4.07K Hold
28
– – ﹤0.01% 840
2025
Q1 		$3.54K Hold
28
– – ﹤0.01% 857
2024
Q4 		$2.91K Hold
28
– – ﹤0.01% 951
2024
Q3 		$2.39K Hold
28
– – ﹤0.01% 996
2024
Q2 		$1.97K Sell
28
-9
-24% -$600 ﹤0.01% 1048
2024
Q1 		$2.33K Buy
37
+1
+3% +$60 ﹤0.01% 900
2023
Q4 		$2.14K Buy
+36
New +$1.97K ﹤0.01% 950

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

Private Wealth Management Group's LRN Position: Q2 2026 in Review

Private Wealth Management Group held its Stride (LRN) position steady in Q2 2026 at 28 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Private Wealth Management Group first reported a position in LRN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.17K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Private Wealth Management Group held 28 shares of Stride worth $2.42K as of Q2 2026.
  • Private Wealth Management Group left its Stride share count unchanged in Q2 2026.
  • Stride made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1097 holding.
  • Private Wealth Management Group first reported a position in Stride in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Stride position peaked at $4.17K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.