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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
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

TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Root Financial Partners sold out of Strategic Education (STRA) in Q2 2026, closing a stake of 176 shares — an estimated $14.6K sold.

Root Financial Partners first reported a position in STRA in Q3 2025 and held it in 3 quarters. The position peaked at $14.6K in Q1 2026. 52 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Root Financial Partners reported no remaining Strategic Education position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 176 Strategic Education shares in Q2 2026, an estimated $14.6K.
  • Root Financial Partners first reported a position in Strategic Education in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Strategic Education position peaked at $14.6K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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