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BSW Wealth Partners’s LG Display LPL Stock Holding History

BSW Wealth Partners’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
72,262
+29,583
+69% +$136K 0.03% 265
2026
Q1 		$166K Sell
42,679
-3,732
-8% -$15.8K 0.02% 307
2025
Q4 		$195K Buy
46,411
+1,291
+3% +$6.03K 0.02% 315
2025
Q3 		$236K Buy
45,120
+27,423
+155% +$114K 0.03% 288
2025
Q2 		$60.5K Buy
17,697
+4,298
+32% +$13.3K 0.01% 316
2025
Q1 		$41.7K Buy
+13,399
New +$43.6K 0.01% 304
2023
Q4 		– Sell
-15,402
Closed -$75.2K – 279
2023
Q3 		$75.2K Sell
15,402
-3,588
-19% -$18.9K 0.02% 244
2023
Q2 		$115K Buy
18,990
+308
+2% +$1.88K 0.02% 267
2023
Q1 		$119K Sell
18,682
-4,697
-20% -$26.7K 0.02% 305
2022
Q4 		$116K Buy
+23,379
New +$119K 0.02% 296
2022
Q3 		– Sell
-10,565
Closed -$59K – 286
2022
Q2 		$59K Sell
10,565
-1,198
-10% -$8.13K 0.01% 272
2022
Q1 		$97K Buy
+11,763
New +$100K 0.02% 286

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BSW Wealth Partners's LPL Position: Q2 2026 in Review

BSW Wealth Partners increased its LG Display (LPL) stake by 69% in Q2 2026, buying an estimated $136K and bringing the position to 72,262 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #265.

BSW Wealth Partners first reported a position in LPL in Q1 2022 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • BSW Wealth Partners held 72,262 shares of LG Display worth $281K as of Q2 2026.
  • BSW Wealth Partners bought 29,583 LG Display shares in Q2 2026, an estimated $136K.
  • LG Display made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • BSW Wealth Partners first reported a position in LG Display in Q1 2022 and has held it in 12 quarters since.
  • 191 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.