Clearstead Advisors’s LPL Financial LPLA Stock Holding History

Clearstead Advisors’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	$108K	Buy	360 +285	+380%	+$95.6K	﹤0.01%	1123
2025 Q4	$26.8K	Buy	75 +73	+3,650%	+$25.8K	﹤0.01%	1625
2025 Q3	$666	Sell	2 -102	-98%	-$37K	﹤0.01%	2693
2025 Q2	$39K	Sell	104 -16	-13%	-$5.61K	﹤0.01%	1366
2025 Q1	$39.3K	Sell	120 -1,093	-90%	-$381K	﹤0.01%	1232
2024 Q4	$396K	Sell	1,213 -340	-22%	-$101K	0.01%	640
2024 Q3	$361K	Sell	1,553 -40	-3%	-$9.01K	0.01%	656
2024 Q2	$445K	Buy	1,593 +1,186	+291%	+$322K	0.01%	567
2024 Q1	$109K	Buy	407 +20	+5%	+$5.05K	0.01%	593
2023 Q4	$88.1K	Sell	387 -227	-37%	-$51K	﹤0.01%	615
2023 Q3	$146K	Buy	614 +131	+27%	+$30.4K	﹤0.01%	643
2023 Q2	$105K	Buy	483 +167	+53%	+$33.4K	0.01%	566
2023 Q1	$64K	Buy	316 +233	+281%	+$53.3K	﹤0.01%	613
2022 Q4	$17.9K	Hold	83	–	–	﹤0.01%	813
2022 Q3	$18K	Hold	83	–	–	﹤0.01%	788
2022 Q2	$15K	Buy	+83	New	+$15.8K	﹤0.01%	858
2021 Q2	–	Sell	-13	Closed	-$2K	–	1287
2021 Q1	$2K	Buy	+13	New	+$1.66K	﹤0.01%	973

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