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Coldstream Capital Management’s LG Display LPL Stock Holding History

Coldstream Capital Management’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
Q1 		$144K Buy
37,046
+9,523
+35% +$40.2K ﹤0.01% 1146
2025
Q4 		$116K Sell
27,523
-22,751
-45% -$106K ﹤0.01% 1131
2025
Q3 		$262K Buy
50,274
+23,563
+88% +$97.9K ﹤0.01% 1001
2025
Q2 		$91.4K Buy
26,711
+5,921
+28% +$18.3K ﹤0.01% 1089
2025
Q1 		$64.7K Sell
20,790
-1,070
-5% -$3.48K ﹤0.01% 1569
2024
Q4 		$67.1K Buy
21,860
+75
+0.3% +$264 ﹤0.01% 1053
2024
Q3 		$88.2K Buy
21,785
+5,588
+35% +$23.1K ﹤0.01% 1071
2024
Q2 		$66.7K Sell
16,197
-237
-1% -$916 ﹤0.01% 977
2024
Q1 		$67.4K Buy
16,434
+3,573
+28% +$16K ﹤0.01% 988
2023
Q4 		$62K Buy
12,861
+1,108
+9% +$5.28K ﹤0.01% 934
2023
Q3 		$57.4K Buy
11,753
+1,048
+10% +$5.52K ﹤0.01% 793
2023
Q2 		$64.9K Sell
10,705
-439
-4% -$2.67K ﹤0.01% 812
2023
Q1 		$71.1K Buy
+11,144
New +$63.3K ﹤0.01% 819

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Coldstream Capital Management's LPL Position: Q1 2026 in Review

Coldstream Capital Management increased its LG Display (LPL) stake by 35% in Q1 2026, buying an estimated $40.2K and bringing the position to 37,046 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Coldstream Capital Management first reported a position in LPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $262K in Q3 2025. 158 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

  • Coldstream Capital Management held 37,046 shares of LG Display worth $144K as of Q1 2026.
  • Coldstream Capital Management bought 9,523 LG Display shares in Q1 2026, an estimated $40.2K.
  • LG Display made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1146 holding.
  • Coldstream Capital Management first reported a position in LG Display in Q1 2023 and has held it in 13 quarters since.
  • Coldstream Capital Management's LG Display position peaked at $262K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.