Unique Wealth Strategies’s Stride LRN Stock Holding History

Unique Wealth Strategies’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	-4,858	Closed	-$724K	–	249
2025 Q3	$724K	Buy	4,858 +182	+4%	+$26.7K	0.28%	91
2025 Q2	$679K	Buy	+4,676	New	+$676K	0.28%	82

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Unique Wealth Strategies's LRN Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Stride (LRN) in Q4 2025, closing a stake of 4,858 shares — an estimated $724K sold.

Unique Wealth Strategies first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $724K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Unique Wealth Strategies reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 4,858 Stride shares in Q4 2025, an estimated $724K.
Unique Wealth Strategies first reported a position in Stride in Q2 2025 and held it in 2 quarters.
Unique Wealth Strategies's Stride position peaked at $724K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.