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Westover Capital Advisors’s Stride LRN Stock Holding History

Westover Capital 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
2026
Q2 		– Sell
-4,177
Closed -$368K – 250
2026
Q1 		$368K Sell
4,177
-33,112
-89% -$2.69M 0.07% 175
2025
Q4 		$2.42M Buy
37,289
+17,116
+85% +$1.55M 0.44% 50
2025
Q3 		$3M Sell
20,173
-290
-1% -$42.5K 0.56% 43
2025
Q2 		$2.97M Buy
20,463
+11,313
+124% +$1.64M 0.59% 44
2025
Q1 		$1.16M Buy
9,150
+1,445
+19% +$183K 0.26% 89
2024
Q4 		$801K Buy
7,705
+1,930
+33% +$184K 0.18% 109
2024
Q3 		$493K Buy
5,775
+146
+3% +$11.3K 0.09% 151
2024
Q2 		$397K Sell
5,629
-150
-3% -$10K 0.1% 152
2024
Q1 		$364K Hold
5,779
– – 0.11% 133
2023
Q4 		$343K Sell
5,779
-336
-5% -$18.4K 0.11% 129
2023
Q3 		$275K Buy
+6,115
New +$249K 0.1% 143

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Westover Capital Advisors's LRN Position: Q2 2026 in Review

Westover Capital Advisors sold out of Stride (LRN) in Q2 2026, closing a stake of 4,177 shares — an estimated $368K sold.

Westover Capital Advisors first reported a position in LRN in Q3 2023 and held it in 11 quarters. The position peaked at $3M in Q3 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Westover Capital Advisors reported no remaining Stride position as of Q2 2026 after selling out during the quarter.
  • Westover Capital Advisors sold 4,177 Stride shares in Q2 2026, an estimated $368K.
  • Westover Capital Advisors first reported a position in Stride in Q3 2023 and held it in 11 quarters.
  • Westover Capital Advisors's Stride position peaked at $3M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.