SWM
STRA icon

SHP Wealth Management’s Strategic Education STRA Stock Holding History

SHP Wealth Management’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 		$8.54K Buy
+103
New +$8.39K ﹤0.01% 944

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's STRA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Strategic Education (STRA) in Q1 2026: 103 shares worth $8.54K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

288 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • SHP Wealth Management held 103 shares of Strategic Education worth $8.54K as of Q1 2026.
  • Strategic Education was a new SHP Wealth Management position in Q1 2026.
  • Strategic Education made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #944 holding.
  • 288 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.