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Tortoise Investment Management’s Strategic Education STRA Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-1
Closed -$86 – 1283
2025
Q3 		$86 Buy
+1
New +$80 ﹤0.01% 1408

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tortoise Investment Management's STRA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Strategic Education (STRA) in Q4 2025, closing a stake of 1 share — an estimated $86 sold.

Tortoise Investment Management first reported a position in STRA in Q3 2025 and held it in 1 quarter. The position peaked at $86 in Q3 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Strategic Education position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Strategic Education share in Q4 2025, an estimated $86.
  • Tortoise Investment Management first reported a position in Strategic Education in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Strategic Education position peaked at $86 in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.