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Significant Wealth Partners’s Strategic Education STRA Stock Holding History

Significant Wealth Partners’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
2025
Q4 		– Sell
-3,507
Closed -$302K – 108
2025
Q3 		$302K Buy
3,507
+631
+22% +$50.8K 0.15% 72
2025
Q2 		$245K Buy
2,876
+187
+7% +$15.9K 0.12% 78
2025
Q1 		$226K Buy
2,689
+396
+17% +$36.3K 0.12% 72
2024
Q4 		$214K Buy
+2,293
New +$214K 0.11% 72

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Significant Wealth Partners's STRA Position: Q4 2025 in Review

Significant Wealth Partners sold out of Strategic Education (STRA) in Q4 2025, closing a stake of 3,507 shares — an estimated $302K sold.

Significant Wealth Partners first reported a position in STRA in Q4 2024 and held it in 4 quarters. The position peaked at $302K in Q3 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q4 2025.

  • Significant Wealth Partners reported no remaining Strategic Education position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 3,507 Strategic Education shares in Q4 2025, an estimated $302K.
  • Significant Wealth Partners first reported a position in Strategic Education in Q4 2024 and held it in 4 quarters.
  • Significant Wealth Partners's Strategic Education position peaked at $302K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.