Stephens Inc’s Strategic Education STRA Stock Holding History

Stephens Inc’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	-5,239	Closed	-$435K	–	1394
2026 Q1	$435K	Buy	+5,239	New	+$427K	0.01%	899

Other funds holding STRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

Stephens Inc's STRA Position: Q2 2026 in Review

Stephens Inc sold out of Strategic Education (STRA) in Q2 2026, closing a stake of 5,239 shares — an estimated $435K sold.

Stephens Inc first reported a position in STRA in Q1 2026 and held it in 1 quarter. The position peaked at $435K in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

Stephens Inc reported no remaining Strategic Education position as of Q2 2026 after selling out during the quarter.
Stephens Inc sold 5,239 Strategic Education shares in Q2 2026, an estimated $435K.
Stephens Inc first reported a position in Strategic Education in Q1 2026 and held it in 1 quarter.
Stephens Inc's Strategic Education position peaked at $435K in Q1 2026.
290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.