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Root Financial Partners’s Laureate Education LAUR Stock Holding History

Root Financial Partners’s Portfolio LAUR Stock Details LAUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-861
Closed -$30K – 1931
2026
Q1 		$30K Buy
861
+174
+25% +$5.96K ﹤0.01% 1119
2025
Q4 		$23.1K Buy
687
+52
+8% +$1.6K ﹤0.01% 1107
2025
Q3 		$20K Buy
+635
New +$16.6K ﹤0.01% 1117

Other funds holding LAUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Root Financial Partners's LAUR Position: Q2 2026 in Review

Root Financial Partners sold out of Laureate Education (LAUR) in Q2 2026, closing a stake of 861 shares — an estimated $30K sold.

Root Financial Partners first reported a position in LAUR in Q3 2025 and held it in 3 quarters. The position peaked at $30K in Q1 2026. 338 funds tracked by Wall St. Rank hold LAUR as of Q2 2026.

  • Root Financial Partners reported no remaining Laureate Education position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 861 Laureate Education shares in Q2 2026, an estimated $30K.
  • Root Financial Partners first reported a position in Laureate Education in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Laureate Education position peaked at $30K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Laureate Education as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.