Asset Dedication LLC’s LPL Financial LPLA Stock Holding History

Asset Dedication LLC’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	$8.45K	Hold	30	–	–	﹤0.01%	814
2026 Q1	$9.03K	Hold	30	–	–	﹤0.01%	780
2025 Q4	$10.7K	Hold	30	–	–	﹤0.01%	766
2025 Q3	$9.98K	Buy	30 +13	+76%	+$4.71K	﹤0.01%	802
2025 Q2	$6.38K	Buy	+17	New	+$5.96K	﹤0.01%	885
2024 Q4	–	Sell	-452	Closed	-$105K	–	1147
2024 Q3	$105K	Hold	452	–	–	0.01%	409
2024 Q2	$126K	Hold	452	–	–	0.01%	373
2024 Q1	$119K	Buy	452 +1	+0.2%	+$252	0.01%	353
2023 Q4	$103K	Hold	451	–	–	0.01%	359
2023 Q3	$107K	Buy	451 +1	+0.2%	+$232	0.01%	353
2023 Q2	$98K	Hold	450	–	–	0.01%	371
2023 Q1	$91K	Buy	450 +1	+0.2%	+$229	0.01%	370
2022 Q4	$97K	Buy	+449	New	+$105K	0.01%	360

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Asset Dedication LLC's LPLA Position: Q2 2026 in Review

Asset Dedication LLC held its LPL Financial (LPLA) position steady in Q2 2026 at 30 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Asset Dedication LLC first reported a position in LPLA in Q4 2022 and has held it in 13 quarters since. The position peaked at $126K in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Asset Dedication LLC held 30 shares of LPL Financial worth $8.45K as of Q2 2026.
Asset Dedication LLC left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #814 holding.
Asset Dedication LLC first reported a position in LPL Financial in Q4 2022 and has held it in 13 quarters since.
Asset Dedication LLC's LPL Financial position peaked at $126K in Q2 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.