Wallace Advisory Group’s Stride LRN Stock Holding History

Wallace Advisory Group’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 Q3	–	Sell	-2,286	Closed	-$289K	–	178
2025 Q2	$289K	Buy	+2,286	New	+$331K	0.21%	137

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Wallace Advisory Group's LRN Position: Q3 2025 in Review

Wallace Advisory Group sold out of Stride (LRN) in Q3 2025, closing a stake of 2,286 shares — an estimated $289K sold.

Wallace Advisory Group first reported a position in LRN in Q2 2025 and held it in 1 quarter. The position peaked at $289K in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

Wallace Advisory Group reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
Wallace Advisory Group sold 2,286 Stride shares in Q3 2025, an estimated $289K.
Wallace Advisory Group first reported a position in Stride in Q2 2025 and held it in 1 quarter.
Wallace Advisory Group's Stride position peaked at $289K in Q2 2025.
518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.