Root Financial Partners’s Stride LRN Stock Holding History

Root Financial Partners’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	–	Sell	-67	Closed	-$5.91K	–	1986
2026 Q1	$5.91K	Buy	67 +27	+68%	+$2.19K	﹤0.01%	1888
2025 Q4	$2.6K	Sell	40 -95	-70%	-$8.63K	﹤0.01%	1943
2025 Q3	$20.1K	Buy	+135	New	+$19.8K	﹤0.01%	1114

Other funds holding LRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Root Financial Partners sold out of Stride (LRN) in Q2 2026, closing a stake of 67 shares — an estimated $5.91K sold.

Root Financial Partners first reported a position in LRN in Q3 2025 and held it in 3 quarters. The position peaked at $20.1K in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Root Financial Partners reported no remaining Stride position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 67 Stride shares in Q2 2026, an estimated $5.91K.
Root Financial Partners first reported a position in Stride in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Stride position peaked at $20.1K in Q3 2025.
414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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