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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Westover Capital Advisors's LRN Position: Q1 2026 in Review

Westover Capital Advisors reduced its Stride (LRN) stake by 89% in Q1 2026, selling an estimated $2.69M and leaving 4,177 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #175.

Westover Capital Advisors first reported a position in LRN in Q3 2023 and has held it in 11 quarters since. The position peaked at $3M in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

Westover Capital Advisors held 4,177 shares of Stride worth $368K as of Q1 2026.
Westover Capital Advisors sold 33,112 Stride shares in Q1 2026, an estimated $2.69M.
Stride made up 0.07% of Westover Capital Advisors's portfolio in Q1 2026, its #175 holding.
Westover Capital Advisors first reported a position in Stride in Q3 2023 and has held it in 11 quarters since.
Westover Capital Advisors's Stride position peaked at $3M in Q3 2025.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.