Corient Private Wealth
LPLA icon

Corient Private Wealth’s LPL Financial LPLA Stock Holding History

Corient Private Wealth’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 		$9.78M Sell
32,562
-31,265
-49% -$10.5M 0.01% 632
2025
Q4 		$22.6M Buy
63,827
+31,404
+97% +$11.1M 0.02% 535
2025
Q3 		$10.8M Sell
32,423
-5,420
-14% -$1.96M 0.02% 506
2025
Q2 		$14.2M Sell
37,843
-1,693
-4% -$593K 0.02% 448
2025
Q1 		$12.9M Buy
39,536
+4,564
+13% +$1.59M 0.02% 465
2024
Q4 		$11.4M Buy
34,972
+1,180
+3% +$349K 0.02% 485
2024
Q3 		$7.86M Sell
33,792
-1,619
-5% -$365K 0.01% 625
2024
Q2 		$9.89M Buy
35,411
+458
+1% +$124K 0.02% 531
2024
Q1 		$9.23M Sell
34,953
-34,670
-50% -$8.75M 0.02% 543
2023
Q4 		$15.8M Buy
69,623
+33,880
+95% +$7.62M 0.03% 432
2023
Q3 		$8.49M Buy
35,743
+3,015
+9% +$700K 0.02% 514
2023
Q2 		$7.12M Sell
32,728
-1,466
-4% -$294K 0.02% 536
2023
Q1 		$6.92M Buy
34,194
+5,292
+18% +$1.21M 0.02% 501
2022
Q4 		$6.25M Buy
+28,902
New +$6.76M 0.02% 447

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VPM
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VCM
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SC
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return