Adage Capital Partners
LPLA icon

Adage Capital Partners’s LPL Financial LPLA Stock Holding History

Adage Capital Partners’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
Q2 		$81.4M Buy
289,000
+225,000
+352% +$67.5M 0.11% 178
2026
Q1 		$19.3M Buy
64,000
+24,000
+60% +$8.05M 0.03% 475
2025
Q4 		$14.3M Buy
+40,000
New +$14.1M 0.02% 588
2025
Q3 		– Sell
-32,000
Closed -$12M – 939
2025
Q2 		$12M Sell
32,000
-13,000
-29% -$4.55M 0.02% 582
2025
Q1 		$14.7M Buy
45,000
+15,000
+50% +$5.22M 0.03% 493
2024
Q4 		$9.8M Buy
+30,000
New +$8.87M 0.02% 617
2020
Q3 		– Sell
-77,161
Closed -$6.05M – 792
2020
Q2 		$6.05M Buy
77,161
+27,161
+54% +$1.81M 0.02% 596
2020
Q1 		$2.72M Buy
+50,000
New +$4.03M 0.01% 637
2019
Q3 		– Sell
-125,000
Closed -$10.2M – 750
2019
Q2 		$10.2M Buy
+125,000
New +$9.89M 0.03% 529
2018
Q4 		– Sell
-100,000
Closed -$6.45M – 736
2018
Q3 		$6.45M Hold
100,000
– – 0.01% 609
2018
Q2 		$6.55M Buy
100,000
+50,000
+100% +$3.29M 0.02% 624
2018
Q1 		$3.05M Buy
+50,000
New +$3.1M 0.01% 665
2013
Q3 		– Sell
-6,038
Closed -$228K – 711
2013
Q2 		$228K Buy
+6,038
New +$216K ﹤0.01% 679

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Adage Capital Partners's LPLA Position: Q2 2026 in Review

Adage Capital Partners increased its LPL Financial (LPLA) stake by 352% in Q2 2026, buying an estimated $67.5M and bringing the position to 289,000 shares worth $81.4M. The position accounts for 0.11% of the portfolio, ranked #178.

Adage Capital Partners first reported a position in LPLA in Q2 2013 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Adage Capital Partners held 289,000 shares of LPL Financial worth $81.4M as of Q2 2026.
  • Adage Capital Partners bought 225,000 LPL Financial shares in Q2 2026, an estimated $67.5M.
  • LPL Financial made up 0.11% of Adage Capital Partners's portfolio in Q2 2026, its #178 holding.
  • Adage Capital Partners first reported a position in LPL Financial in Q2 2013 and has held it in 13 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.