Adage Capital Partners

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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