Root Financial Partners
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Root Financial Partners’s Strategic Education STRA Stock Holding History

Root Financial Partners’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
Q3 		$8.31K Buy
+107
New +$8.68K ﹤0.01% 2008
2026
Q2 		– Sell
-176
Closed -$14.6K – 2833
2026
Q1 		$14.6K Buy
176
+88
+100% +$7.17K ﹤0.01% 1498
2025
Q4 		$7.06K Buy
88
+17
+24% +$1.36K ﹤0.01% 1644
2025
Q3 		$6.11K Buy
+71
New +$5.71K ﹤0.01% 1646

Other funds holding STRA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's STRA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Strategic Education (STRA) in Q3 2026: 107 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #2008 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STRA as recently as Q1 2026.

Root Financial Partners first reported a position in STRA in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q1 2026. 239 funds tracked by Wall St. Rank hold STRA as of Q3 2026.

  • Root Financial Partners held 107 shares of Strategic Education worth $8.31K as of Q3 2026.
  • Strategic Education was a new Root Financial Partners position in Q3 2026.
  • Strategic Education made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2008 holding.
  • Root Financial Partners first reported a position in Strategic Education in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Strategic Education position peaked at $14.6K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Strategic Education as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.