Aberdeen Group
LPLA icon

Aberdeen Group’s LPL Financial LPLA Stock Holding History

Aberdeen Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.6M Buy
98,444
+1,013
+1% +$340K 0.05% 309
2025
Q4 		$34.8M Buy
97,431
+4,737
+5% +$1.68M 0.05% 284
2025
Q3 		$30.8M Sell
92,694
-9,470
-9% -$3.43M 0.05% 304
2025
Q2 		$37.8M Sell
102,164
-35,855
-26% -$12.6M 0.06% 260
2025
Q1 		$45.4M Sell
138,019
-78,731
-36% -$27.4M 0.09% 206
2024
Q4 		$71M Sell
216,750
-36,618
-14% -$10.8M 0.13% 159
2024
Q3 		$59M Sell
253,368
-5,596
-2% -$1.26M 0.11% 192
2024
Q2 		$72.3M Sell
258,964
-16,477
-6% -$4.47M 0.14% 155
2024
Q1 		$72.8M Sell
275,441
-1,384
-0.5% -$349K 0.14% 164
2023
Q4 		$63M Sell
276,825
-501,939
-64% -$113M 0.14% 168
2023
Q3 		$185M Sell
778,764
-39,823
-5% -$9.25M 0.47% 49
2023
Q2 		$178M Buy
818,587
+53,226
+7% +$10.7M 0.41% 56
2023
Q1 		$155M Buy
765,361
+62,772
+9% +$14.3M 0.39% 57
2022
Q4 		$152M Buy
702,589
+15,475
+2% +$3.62M 0.41% 55
2022
Q3 		$150M Sell
687,114
-52,123
-7% -$11.1M 0.45% 47
2022
Q2 		$136M Sell
739,237
-28,253
-4% -$5.37M 0.43% 57
2022
Q1 		$140M Buy
767,490
+71,208
+10% +$12.4M 0.36% 70
2021
Q4 		$111M Buy
+696,282
New +$115M 0.24% 100

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return