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Summit Securities Group’s Strategic Education STRA Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-251
Closed -$21.4K – 1340
2025
Q2 		$21.4K Buy
+251
New +$21.3K ﹤0.01% 712
2022
Q4 		– Sell
-5
Closed – – 1366
2022
Q3 		$0 Sell
5
-595
-99% -$40K ﹤0.01% 1157
2022
Q2 		$42K Buy
+600
New +$39.8K 0.01% 596

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Summit Securities Group's STRA Position: Q3 2025 in Review

Summit Securities Group sold out of Strategic Education (STRA) in Q3 2025, closing a stake of 251 shares — an estimated $21.4K sold.

Summit Securities Group first reported a position in STRA in Q2 2022 and held it in 3 quarters. The position peaked at $42K in Q2 2022. 265 funds tracked by Wall St. Rank hold STRA as of Q3 2025.

  • Summit Securities Group reported no remaining Strategic Education position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 251 Strategic Education shares in Q3 2025, an estimated $21.4K.
  • Summit Securities Group first reported a position in Strategic Education in Q2 2022 and held it in 3 quarters.
  • Summit Securities Group's Strategic Education position peaked at $42K in Q2 2022.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.