Sheets Smith Wealth Management’s Stride LRN Stock Holding History

Sheets Smith Wealth Management’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
2025 Q4	–	Sell	-1,975	Closed	-$294K	–	406
2025 Q3	$294K	Hold	1,975	–	–	0.03%	348
2025 Q2	$287K	Hold	1,975	–	–	0.03%	350
2025 Q1	$250K	Hold	1,975	–	–	0.03%	321
2024 Q4	$205K	Buy	+1,975	New	+$188K	0.03%	366

Other funds holding LRN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sheets Smith Wealth Management's LRN Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Stride (LRN) in Q4 2025, closing a stake of 1,975 shares — an estimated $294K sold.

Sheets Smith Wealth Management first reported a position in LRN in Q4 2024 and held it in 4 quarters. The position peaked at $294K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Sheets Smith Wealth Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,975 Stride shares in Q4 2025, an estimated $294K.
Sheets Smith Wealth Management first reported a position in Stride in Q4 2024 and held it in 4 quarters.
Sheets Smith Wealth Management's Stride position peaked at $294K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.