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
Q2 		– Sell
-103
Closed -$8.54K – 2078
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

SHP Wealth Management's STRA Position: Q2 2026 in Review

SHP Wealth Management sold out of Strategic Education (STRA) in Q2 2026, closing a stake of 103 shares — an estimated $8.54K sold.

SHP Wealth Management first reported a position in STRA in Q1 2026 and held it in 1 quarter. The position peaked at $8.54K in Q1 2026. 292 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • SHP Wealth Management reported no remaining Strategic Education position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 103 Strategic Education shares in Q2 2026, an estimated $8.54K.
  • SHP Wealth Management first reported a position in Strategic Education in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Strategic Education position peaked at $8.54K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.