SAG
STRA icon

SageView Advisory Group’s Strategic Education STRA Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-240
Closed -$19.2K – 2203
2025
Q4 		$19.2K Buy
+240
New +$19.2K ﹤0.01% 1469

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's STRA Position: Q1 2026 in Review

SageView Advisory Group sold out of Strategic Education (STRA) in Q1 2026, closing a stake of 240 shares — an estimated $19.2K sold.

SageView Advisory Group first reported a position in STRA in Q4 2025 and held it in 1 quarter. The position peaked at $19.2K in Q4 2025. 288 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • SageView Advisory Group reported no remaining Strategic Education position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 240 Strategic Education shares in Q1 2026, an estimated $19.2K.
  • SageView Advisory Group first reported a position in Strategic Education in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Strategic Education position peaked at $19.2K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.