Summit Trail Advisors’s Grand Canyon Education LOPE Stock Holding History

Summit Trail Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Buy	10,302 +2,609	+34%	+$438K	0.03%	625
2025 Q4	$1.28M	Sell	7,693 -1,453	-16%	-$263K	0.02%	670
2025 Q3	$2.01M	Buy	9,146 +1,695	+23%	+$326K	0.03%	442
2025 Q2	$1.41M	Buy	7,451 +1,281	+21%	+$237K	0.02%	356
2025 Q1	$1.07M	Buy	6,170 +4,459	+261%	+$774K	0.04%	148
2024 Q4	$280K	Buy	+1,711	New	+$262K	0.01%	305
2018 Q4	–	Sell	-2,148	Closed	-$242K	–	176
2018 Q3	$242K	Buy	2,148 +381	+22%	+$44.5K	0.05%	171
2018 Q2	$197K	Sell	1,767 -4,297	-71%	-$472K	0.07%	142
2018 Q1	$416K	Buy	6,064 +789	+15%	+$76.2K	0.07%	230
2017 Q4	$490K	Buy	+5,275	New	+$477K	0.06%	233

Other funds holding LOPE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Summit Trail Advisors's LOPE Position: Q1 2026 in Review

Summit Trail Advisors increased its Grand Canyon Education (LOPE) stake by 34% in Q1 2026, buying an estimated $438K and bringing the position to 10,302 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #625.

Summit Trail Advisors first reported a position in LOPE in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.01M in Q3 2025. 471 funds tracked by Wall St. Rank hold LOPE as of Q1 2026.

Summit Trail Advisors held 10,302 shares of Grand Canyon Education worth $1.75M as of Q1 2026.
Summit Trail Advisors bought 2,609 Grand Canyon Education shares in Q1 2026, an estimated $438K.
Grand Canyon Education made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #625 holding.
Summit Trail Advisors first reported a position in Grand Canyon Education in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's Grand Canyon Education position peaked at $2.01M in Q3 2025.
471 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.