SGI
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Summit Global Investments’s Strategic Education STRA Stock Holding History

Summit Global Investments’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 		$596K Buy
7,780
+305
+4% +$24.1K 0.03% 311
2026
Q1 		$620K Buy
7,475
+313
+4% +$25.5K 0.04% 293
2025
Q4 		$574K Sell
7,162
-255
-3% -$20.4K 0.03% 285
2025
Q3 		$638K Buy
7,417
+3,600
+94% +$290K 0.04% 262
2025
Q2 		$325K Buy
+3,817
New +$324K 0.02% 378

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

Summit Global Investments's STRA Position: Q2 2026 in Review

Summit Global Investments increased its Strategic Education (STRA) stake by 4.1% in Q2 2026, buying an estimated $24.1K and bringing the position to 7,780 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #311.

Summit Global Investments first reported a position in STRA in Q2 2025 and has held it in 5 quarters since. The position peaked at $638K in Q3 2025. 292 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Summit Global Investments held 7,780 shares of Strategic Education worth $596K as of Q2 2026.
  • Summit Global Investments bought 305 Strategic Education shares in Q2 2026, an estimated $24.1K.
  • Strategic Education made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #311 holding.
  • Summit Global Investments first reported a position in Strategic Education in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Strategic Education position peaked at $638K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.