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Retirement Wealth Solutions’s Strategic Education STRA Stock Holding History

Retirement Wealth Solutions’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 		$843 Buy
11
+3
+38% +$237 ﹤0.01% 686
2026
Q1 		$664 Buy
8
+5
+167% +$407 ﹤0.01% 692
2025
Q4 		$241 Hold
3
– – ﹤0.01% 727
2025
Q3 		$259 Buy
+3
New +$241 ﹤0.01% 754

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

Retirement Wealth Solutions's STRA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Strategic Education (STRA) stake by 38% in Q2 2026, buying an estimated $237 and bringing the position to 11 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Retirement Wealth Solutions first reported a position in STRA in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of Strategic Education worth $843 as of Q2 2026.
  • Retirement Wealth Solutions bought 3 Strategic Education shares in Q2 2026, an estimated $237.
  • Strategic Education made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #686 holding.
  • Retirement Wealth Solutions first reported a position in Strategic Education in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.