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Carolinas Wealth Consulting’s LPL Financial LPLA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-170
Closed -$55.6K – 544
2025
Q1 		$55.6K Buy
+170
New +$59.2K 0.01% 337
2023
Q2 		– Sell
-4
Closed -$810 – 1097
2023
Q1 		$810 Hold
4
– – ﹤0.01% 926
2022
Q4 		$865 Buy
+4
New +$935 ﹤0.01% 918
2020
Q4 		– Sell
-20
Closed -$2K – 963
2020
Q3 		$2K Buy
+20
New +$1.59K ﹤0.01% 715

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's LPLA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 170 shares — an estimated $55.6K sold.

Carolinas Wealth Consulting first reported a position in LPLA in Q3 2020 and held it in 4 quarters. The position peaked at $55.6K in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 170 LPL Financial shares in Q2 2025, an estimated $55.6K.
  • Carolinas Wealth Consulting first reported a position in LPL Financial in Q3 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's LPL Financial position peaked at $55.6K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.