TrueWealth Advisors’s Stride LRN Stock Holding History

TrueWealth Advisors’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,511	Closed	-$821K	–	246
2025 Q3	$821K	Buy	5,511 +2,001	+57%	+$293K	0.22%	88
2025 Q2	$510K	Buy	+3,510	New	+$508K	0.15%	124

Other funds holding LRN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TrueWealth Advisors's LRN Position: Q4 2025 in Review

TrueWealth Advisors sold out of Stride (LRN) in Q4 2025, closing a stake of 5,511 shares — an estimated $821K sold.

TrueWealth Advisors first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $821K in Q3 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

TrueWealth Advisors reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
TrueWealth Advisors sold 5,511 Stride shares in Q4 2025, an estimated $821K.
TrueWealth Advisors first reported a position in Stride in Q2 2025 and held it in 2 quarters.
TrueWealth Advisors's Stride position peaked at $821K in Q3 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on TrueWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.