Ritholtz Wealth Management’s Stride LRN Stock Holding History

Ritholtz Wealth Management’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	-10,495	Closed	-$1.56M	–	1156
2025 Q3	$1.56M	Sell	10,495 -1,800	-15%	-$264K	0.03%	396
2025 Q2	$1.79M	Sell	12,295 -505	-4%	-$73K	0.04%	318
2025 Q1	$1.62M	Buy	12,800 +2,753	+27%	+$348K	0.05%	292
2024 Q4	$1.04M	Buy	10,047 +3,474	+53%	+$330K	0.03%	354
2024 Q3	$561K	Buy	6,573 +2,426	+59%	+$188K	0.02%	529
2024 Q2	$292K	Buy	+4,147	New	+$277K	0.01%	657

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

Ritholtz Wealth Management's LRN Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Stride (LRN) in Q4 2025, closing a stake of 10,495 shares — an estimated $1.56M sold.

Ritholtz Wealth Management first reported a position in LRN in Q2 2024 and held it in 6 quarters. The position peaked at $1.79M in Q2 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Ritholtz Wealth Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 10,495 Stride shares in Q4 2025, an estimated $1.56M.
Ritholtz Wealth Management first reported a position in Stride in Q2 2024 and held it in 6 quarters.
Ritholtz Wealth Management's Stride position peaked at $1.79M in Q2 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.