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True Wealth Design’s Strategic Education STRA Stock Holding History

True Wealth Design’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 		$6.9K Buy
90
+32
+55% +$2.53K ﹤0.01% 1190
2026
Q1 		$4.81K Sell
58
-5
-8% -$407 ﹤0.01% 1228
2025
Q4 		$5.05K Sell
63
-6
-9% -$479 ﹤0.01% 1081
2025
Q3 		$5.93K Sell
69
-51
-43% -$4.1K ﹤0.01% 1015
2025
Q2 		$10.2K Buy
+120
New +$10.2K ﹤0.01% 573
2025
Q1 		– Sell
-21
Closed -$1.96K – 2681
2024
Q4 		$1.96K Sell
21
-81
-79% -$7.56K ﹤0.01% 741
2024
Q3 		$9.44K Buy
+102
New +$10.3K ﹤0.01% 431

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

True Wealth Design's STRA Position: Q2 2026 in Review

True Wealth Design increased its Strategic Education (STRA) stake by 55% in Q2 2026, buying an estimated $2.53K and bringing the position to 90 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

True Wealth Design first reported a position in STRA in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q2 2025. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • True Wealth Design held 90 shares of Strategic Education worth $6.9K as of Q2 2026.
  • True Wealth Design bought 32 Strategic Education shares in Q2 2026, an estimated $2.53K.
  • Strategic Education made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1190 holding.
  • True Wealth Design first reported a position in Strategic Education in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Strategic Education position peaked at $10.2K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.