Straight Path Wealth Management’s Stride LRN Stock Holding History

Straight Path 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	-2,117	Closed	-$315K	–	140
2025 Q3	$315K	Hold	2,117	–	–	0.09%	103
2025 Q2	$307K	Buy	+2,117	New	+$306K	0.1%	86

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Straight Path Wealth Management's LRN Position: Q4 2025 in Review

Straight Path Wealth Management sold out of Stride (LRN) in Q4 2025, closing a stake of 2,117 shares — an estimated $315K sold.

Straight Path Wealth Management first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $315K in Q3 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Straight Path Wealth Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Straight Path Wealth Management sold 2,117 Stride shares in Q4 2025, an estimated $315K.
Straight Path Wealth Management first reported a position in Stride in Q2 2025 and held it in 2 quarters.
Straight Path Wealth Management's Stride position peaked at $315K in Q3 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Straight Path Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.