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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
Q2 		$81.5K Sell
20,962
-16,084
-43% -$73.9K ﹤0.01% 1207
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 $1.89T 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

Coldstream Capital Management's LPL Position: Q2 2026 in Review

Coldstream Capital Management reduced its LG Display (LPL) stake by 43% in Q2 2026, selling an estimated $73.9K and leaving 20,962 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Coldstream Capital Management first reported a position in LPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $262K in Q3 2025. 191 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Coldstream Capital Management held 20,962 shares of LG Display worth $81.5K as of Q2 2026.
  • Coldstream Capital Management sold 16,084 LG Display shares in Q2 2026, an estimated $73.9K.
  • LG Display made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1207 holding.
  • Coldstream Capital Management first reported a position in LG Display in Q1 2023 and has held it in 14 quarters since.
  • Coldstream Capital Management's LG Display position peaked at $262K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.