Sax Wealth Advisors’s Strategic Education STRA Stock Holding History

Sax Wealth Advisors’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	$372K	Buy	+4,790	New	+$389K	0.01%	522

Other funds holding STRA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sax Wealth Advisors's STRA Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Strategic Education (STRA) in Q3 2026: 4,790 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings.

154 funds tracked by Wall St. Rank hold STRA as of Q3 2026.

Sax Wealth Advisors held 4,790 shares of Strategic Education worth $372K as of Q3 2026.
Strategic Education was a new Sax Wealth Advisors position in Q3 2026.
Strategic Education made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #522 holding.
154 funds tracked by Wall St. Rank held Strategic Education as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.