United Capital Financial Advisors’s Stride LRN Stock Holding History

United Capital Financial 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	-5,014	Closed	-$747K	–	1391
2025 Q3	$747K	Buy	+5,014	New	+$735K	0.01%	741

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

United Capital Financial Advisors's LRN Position: Q4 2025 in Review

United Capital Financial Advisors sold out of Stride (LRN) in Q4 2025, closing a stake of 5,014 shares — an estimated $747K sold.

United Capital Financial Advisors first reported a position in LRN in Q3 2025 and held it in 1 quarter. The position peaked at $747K in Q3 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

United Capital Financial Advisors reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
United Capital Financial Advisors sold 5,014 Stride shares in Q4 2025, an estimated $747K.
United Capital Financial Advisors first reported a position in Stride in Q3 2025 and held it in 1 quarter.
United Capital Financial Advisors's Stride position peaked at $747K in Q3 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.