Blue Trust Inc’s LPL Financial LPLA Stock Holding History

Blue Trust Inc’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	$87.8K	Sell	292 -52	-15%	-$17.4K	﹤0.01%	1084
2025 Q4	$123K	Buy	344 +74	+27%	+$26.2K	﹤0.01%	965
2025 Q3	$89.8K	Sell	270 -1,105	-80%	-$401K	﹤0.01%	1116
2025 Q2	$516K	Buy	1,375 +238	+21%	+$83.4K	0.01%	437
2025 Q1	$372K	Buy	1,137 +1,090	+2,319%	+$380K	﹤0.01%	493
2024 Q4	$15.3K	Sell	47 -930	-95%	-$275K	﹤0.01%	1687
2024 Q3	$273K	Buy	977 +492	+101%	+$111K	﹤0.01%	718
2024 Q2	$128K	Buy	485 +358	+282%	+$97.2K	﹤0.01%	872
2024 Q1	$33.6K	Sell	127 -17	-12%	-$4.29K	﹤0.01%	1050
2023 Q4	$34K	Sell	144 -3	-2%	-$674	﹤0.01%	1090
2023 Q3	$32K	Buy	147 +17	+13%	+$3.95K	﹤0.01%	1011
2023 Q2	$26K	Sell	130 -33	-20%	-$6.61K	﹤0.01%	948
2023 Q1	$36K	Sell	163 -17	-9%	-$3.89K	﹤0.01%	1166
2022 Q4	$39K	Buy	180 +163	+959%	+$38.1K	﹤0.01%	1030
2022 Q3	$3K	Buy	17 +4	+31%	+$851	﹤0.01%	1696
2022 Q2	$2K	Buy	+13	New	+$2.47K	﹤0.01%	1671

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