Ameliora Wealth Management
LPLA icon

Ameliora Wealth Management’s LPL Financial LPLA Stock Holding History

Ameliora Wealth Management’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
Q3 		$39.8K Sell
130
-135
-51% -$45.9K 0.01% 154
2026
Q2 		$94.6K Hold
265
– – 0.03% 134
2026
Q1 		$94.6K Hold
265
– – 0.03% 128
2025
Q4 		$94.6K Hold
265
– – 0.03% 132
2025
Q3 		$88.2K Hold
265
– – 0.03% 133
2025
Q2 		$90.4K Sell
265
-65
-20% -$22.8K 0.03% 137
2025
Q1 		$108K Hold
330
– – 0.04% 132
2024
Q4 		$108K Buy
+330
New +$97.6K 0.04% 128

Other funds holding LPLA

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ameliora Wealth Management's LPLA Position: Q3 2026 in Review

Ameliora Wealth Management reduced its LPL Financial (LPLA) stake by 51% in Q3 2026, selling an estimated $45.9K and leaving 130 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #154.

Ameliora Wealth Management first reported a position in LPLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $108K in Q1 2025. 237 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Ameliora Wealth Management held 130 shares of LPL Financial worth $39.8K as of Q3 2026.
  • Ameliora Wealth Management sold 135 LPL Financial shares in Q3 2026, an estimated $45.9K.
  • LPL Financial made up 0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Ameliora Wealth Management first reported a position in LPL Financial in Q4 2024 and has held it in 8 quarters since.
  • Ameliora Wealth Management's LPL Financial position peaked at $108K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.