Advisornet Financial’s LPL Financial LPLA Stock Holding History

Advisornet Financial’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	$6.02K	Sell	20 -7	-26%	-$2.35K	﹤0.01%	1687
2025 Q4	$9.64K	Sell	27 -1	-4%	-$354	﹤0.01%	1558
2025 Q3	$9.31K	Buy	28 +1	+4%	+$362	﹤0.01%	1539
2025 Q2	$10.1K	Sell	27 -11	-29%	-$3.85K	﹤0.01%	1477
2025 Q1	$12.4K	Buy	38 +18	+90%	+$6.27K	﹤0.01%	1345
2024 Q4	$6.53K	Sell	20 -18	-47%	-$5.32K	﹤0.01%	1425
2024 Q3	$8.84K	Sell	38 -32	-46%	-$7.21K	﹤0.01%	1449
2024 Q2	$19.6K	Sell	70 -15	-18%	-$4.07K	﹤0.01%	1098
2024 Q1	$22.5K	Buy	85 +73	+608%	+$18.4K	﹤0.01%	1042
2023 Q4	$2.73K	Buy	+12	New	+$2.7K	﹤0.01%	1625
2023 Q3	–	Sell	-48	Closed	-$10.4K	–	2369
2023 Q2	$10.4K	Sell	48 -13	-21%	-$2.6K	﹤0.01%	1311
2023 Q1	$12.3K	Sell	61 -5	-8%	-$1.14K	﹤0.01%	1242
2022 Q4	$14.3K	Buy	66 +17	+35%	+$3.97K	﹤0.01%	1183
2022 Q3	$11K	Hold	49	–	–	﹤0.01%	1310
2022 Q2	$9K	Buy	49 +44	+880%	+$8.36K	﹤0.01%	1379
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1906
2021 Q4	$1K	Buy	+5	New	+$825	﹤0.01%	1943

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