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DiNuzzo Private Wealth’s LPL Financial LPLA Stock Holding History

DiNuzzo 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
Q2 		$4.51K Sell
16
-1
-6% -$300 ﹤0.01% 434
2026
Q1 		$5.12K Hold
17
– – ﹤0.01% 387
2025
Q4 		$6.07K Hold
17
– – ﹤0.01% 352
2025
Q3 		$6.2K Hold
17
– – ﹤0.01% 343
2025
Q2 		$6.38K Hold
17
– – ﹤0.01% 327
2025
Q1 		$5.56K Sell
17
-1
-6% -$348 ﹤0.01% 338
2024
Q4 		$5.88K Hold
18
– – ﹤0.01% 319
2024
Q3 		$4.19K Sell
18
-1
-5% -$225 ﹤0.01% 396
2024
Q2 		$5.31K Buy
19
+3
+19% +$814 ﹤0.01% 275
2024
Q1 		$4.23K Hold
16
– – ﹤0.01% 278
2023
Q4 		$3.64K Buy
+16
New +$3.6K ﹤0.01% 288

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DiNuzzo Private Wealth's LPLA Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its LPL Financial (LPLA) stake by 5.9% in Q2 2026, selling an estimated $300 and leaving 16 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

DiNuzzo Private Wealth first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.38K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • DiNuzzo Private Wealth held 16 shares of LPL Financial worth $4.51K as of Q2 2026.
  • DiNuzzo Private Wealth sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #434 holding.
  • DiNuzzo Private Wealth first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's LPL Financial position peaked at $6.38K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.