Arax Advisory Partners’s LPL Financial LPLA Stock Holding History

Arax Advisory 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	$43.4K	Sell	145 -104	-42%	-$34.9K	﹤0.01%	1744
2025 Q4	$88.9K	Sell	249 -3,262	-93%	-$1.15M	﹤0.01%	1382
2025 Q3	$1.17M	Buy	3,511 +3,320	+1,738%	+$1.2M	0.02%	601
2025 Q2	$71.6K	Buy	191 +7	+4%	+$2.45K	﹤0.01%	1084
2025 Q1	$60.2K	Buy	184 +21	+13%	+$7.31K	﹤0.01%	890
2024 Q4	$53.2K	Sell	163 -9	-5%	-$2.66K	﹤0.01%	881
2024 Q3	$40K	Sell	172 -10	-5%	-$2.25K	﹤0.01%	800
2024 Q2	$50.7K	Buy	182 +46	+34%	+$12.5K	﹤0.01%	653
2024 Q1	$35.8K	Sell	136 -6	-4%	-$1.51K	﹤0.01%	558
2023 Q4	$32.2K	Sell	142 -52	-27%	-$11.7K	﹤0.01%	558
2023 Q3	$46K	Sell	194 -809	-81%	-$188K	0.01%	474
2023 Q2	$218K	Buy	1,003 +8	+0.8%	+$1.6K	0.03%	231
2023 Q1	$201K	Buy	995 +22	+2%	+$5.03K	0.03%	235
2022 Q4	$210K	Buy	973 +2	+0.2%	+$468	0.03%	220
2022 Q3	$212K	Sell	971 -54	-5%	-$11.5K	0.03%	204
2022 Q2	$189K	Buy	1,025 +357	+53%	+$67.8K	0.03%	223
2022 Q1	$122K	Buy	+668	New	+$116K	0.02%	310

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