Covestor’s LPL Financial LPLA Stock Holding History

Covestor’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	$59K	Sell	197 -226	-53%	-$75.8K	0.04%	601
2025 Q4	$151K	Buy	423 +80	+23%	+$28.3K	0.08%	338
2025 Q3	$114K	Buy	343 +80	+30%	+$29K	0.06%	504
2025 Q2	$99K	Buy	263 +103	+64%	+$36.1K	0.06%	565
2025 Q1	$53K	Buy	160 +64	+67%	+$22.3K	0.04%	824
2024 Q4	$31K	Sell	96 -53	-36%	-$15.7K	0.02%	1023
2024 Q3	$35K	Sell	149 -32	-18%	-$7.21K	0.02%	1002
2024 Q2	$51K	Sell	181 -49	-21%	-$13.3K	0.03%	846
2024 Q1	$61K	Sell	230 -155	-40%	-$39.1K	0.04%	804
2023 Q4	$88K	Sell	385 -32	-8%	-$7.19K	0.06%	580
2023 Q3	$99K	Buy	417 +50	+14%	+$11.6K	0.07%	423
2023 Q2	$80K	Sell	367 -6	-2%	-$1.2K	0.06%	561
2023 Q1	$76K	Buy	373 +85	+30%	+$19.4K	0.07%	528
2022 Q4	$62K	Sell	288 -38	-12%	-$8.88K	0.05%	632
2022 Q3	$71K	Sell	326 -46	-12%	-$9.78K	0.06%	544
2022 Q2	$69K	Sell	372 -130	-26%	-$24.7K	0.06%	615
2022 Q1	$92K	Buy	502 +206	+70%	+$35.9K	0.06%	559
2021 Q4	$47K	Buy	+296	New	+$48.9K	0.07%	577

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