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Steward Partners Investment Advisory’s Strategic Education STRA Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-6
Closed -$504 – 4554
2025
Q4 		$504 Hold
6
– – ﹤0.01% 4151
2025
Q3 		$536 Hold
6
– – ﹤0.01% 4116
2025
Q2 		$527 Sell
6
-2
-25% -$170 ﹤0.01% 3960
2025
Q1 		$683 Buy
8
+2
+33% +$183 ﹤0.01% 3822
2024
Q4 		$568 Hold
6
– – ﹤0.01% 3836
2024
Q3 		$559 Buy
+6
New +$607 ﹤0.01% 3586
2020
Q3 		– Sell
-15
Closed -$2K – 2845
2020
Q2 		$2K Hold
15
– – ﹤0.01% 2495
2020
Q1 		$2K Sell
15
-160
-91% -$24.4K ﹤0.01% 2318
2019
Q4 		$27K Hold
175
– – ﹤0.01% 1675
2019
Q3 		$23K Hold
175
– – ﹤0.01% 1680
2019
Q2 		$31K Buy
+175
New +$28.7K ﹤0.01% 1539

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Advisory's STRA Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Strategic Education (STRA) in Q1 2026, closing a stake of 6 shares — an estimated $504 sold.

Steward Partners Investment Advisory first reported a position in STRA in Q2 2019 and held it in 11 quarters. The position peaked at $31K in Q2 2019. 288 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Strategic Education position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6 Strategic Education shares in Q1 2026, an estimated $504.
  • Steward Partners Investment Advisory first reported a position in Strategic Education in Q2 2019 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Strategic Education position peaked at $31K in Q2 2019.
  • 288 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.