Spire Wealth Management’s Stride LRN Stock Holding History

Spire 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	-3,340	Closed	-$497K	–	2417
2025 Q3	$497K	Buy	3,340 +739	+28%	+$108K	0.02%	526
2025 Q2	$378K	Buy	+2,601	New	+$376K	0.01%	575
2024 Q4	–	Sell	-7,669	Closed	-$654K	–	2493
2024 Q3	$654K	Buy	+7,669	New	+$593K	0.02%	462
2023 Q1	–	Sell	-508	Closed	-$16K	–	2543
2022 Q4	$16K	Buy	508 +8	+2%	+$294	﹤0.01%	1458
2022 Q3	$21K	Buy	+500	New	+$20.1K	﹤0.01%	1309
2022 Q1	–	Sell	-54	Closed	-$2K	–	2725
2021 Q4	$2K	Sell	54 -105	-66%	-$3.63K	﹤0.01%	2780
2021 Q3	$6K	Buy	+159	New	+$5.22K	﹤0.01%	2239
2021 Q2	–	Sell	-37	Closed	-$1K	–	2804
2021 Q1	$1K	Buy	+37	New	+$961	﹤0.01%	2941

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 $3.37T AUM 44.26% 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

Spire Wealth Management's LRN Position: Q4 2025 in Review

Spire Wealth Management sold out of Stride (LRN) in Q4 2025, closing a stake of 3,340 shares — an estimated $497K sold.

Spire Wealth Management first reported a position in LRN in Q1 2021 and held it in 8 quarters. The position peaked at $654K in Q3 2024. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Spire Wealth Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 3,340 Stride shares in Q4 2025, an estimated $497K.
Spire Wealth Management first reported a position in Stride in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Stride position peaked at $654K in Q3 2024.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.