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Simplicity Wealth’s Stride LRN Stock Holding History

Simplicity Wealth’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
2026
Q2 		$331K Buy
+3,841
New +$353K 0.01% 795
2025
Q4 		– Sell
-1,610
Closed -$240K – 744
2025
Q3 		$240K Sell
1,610
-1,636
-50% -$240K 0.01% 627
2025
Q2 		$471K Buy
3,246
+1,256
+63% +$182K 0.02% 469
2025
Q1 		$252K Buy
+1,990
New +$252K 0.02% 462

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Simplicity Wealth's LRN Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Stride (LRN) in Q2 2026: 3,841 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in LRN as recently as Q3 2025.

Simplicity Wealth first reported a position in LRN in Q1 2025 and has held it in 4 quarters since. The position peaked at $471K in Q2 2025. 180 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Simplicity Wealth held 3,841 shares of Stride worth $331K as of Q2 2026.
  • Stride was a new Simplicity Wealth position in Q2 2026.
  • Stride made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #795 holding.
  • Simplicity Wealth first reported a position in Stride in Q1 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Stride position peaked at $471K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.