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Wealthspire Advisors (New York)’s Strategic Education STRA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-19
Closed -$1.63K – 2664
2025
Q3 		$1.63K Buy
+19
New +$1.53K ﹤0.01% 2660

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s STRA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Strategic Education (STRA) in Q4 2025, closing a stake of 19 shares — an estimated $1.63K sold.

Wealthspire Advisors (New York) first reported a position in STRA in Q3 2025 and held it in 1 quarter. The position peaked at $1.63K in Q3 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Strategic Education position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19 Strategic Education shares in Q4 2025, an estimated $1.63K.
  • Wealthspire Advisors (New York) first reported a position in Strategic Education in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Strategic Education position peaked at $1.63K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.