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Cherry Tree Wealth Management’s LPL Financial LPLA Stock Holding History

Cherry Tree Wealth Management’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
Q4 		– Sell
-5
Closed -$1.66K – 621
2025
Q3 		$1.66K Hold
5
– – ﹤0.01% 523
2025
Q2 		$1.88K Hold
5
– – ﹤0.01% 533
2025
Q1 		$1.64K Hold
5
– – ﹤0.01% 647
2024
Q4 		$1.63K Hold
5
– – ﹤0.01% 548
2024
Q3 		$1.16K Hold
5
– – ﹤0.01% 559
2024
Q2 		$1.4K Hold
5
– – ﹤0.01% 530
2024
Q1 		$1.32K Hold
5
– – ﹤0.01% 530
2023
Q4 		$1.14K Hold
5
– – ﹤0.01% 536
2023
Q3 		$1.19K Hold
5
– – ﹤0.01% 523
2023
Q2 		$1.09K Buy
+5
New +$1K ﹤0.01% 535

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cherry Tree Wealth Management's LPLA Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 5 shares — an estimated $1.66K sold.

Cherry Tree Wealth Management first reported a position in LPLA in Q2 2023 and held it in 10 quarters. The position peaked at $1.88K in Q2 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 5 LPL Financial shares in Q4 2025, an estimated $1.66K.
  • Cherry Tree Wealth Management first reported a position in LPL Financial in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's LPL Financial position peaked at $1.88K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.