DT
LPL icon

Diversified Trust’s LG Display LPL Stock Holding History

Diversified Trust’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 		$121K Buy
31,223
+11,720
+60% +$53.8K ﹤0.01% 1069
2026
Q1 		$75.7K Buy
19,503
+927
+5% +$3.92K ﹤0.01% 1019
2025
Q4 		$78.2K Buy
18,576
+4,723
+34% +$22.1K ﹤0.01% 1012
2025
Q3 		$72.3K Sell
13,853
-2,531
-15% -$10.5K ﹤0.01% 975
2025
Q2 		$56K Buy
+16,384
New +$50.6K ﹤0.01% 917
2018
Q3 		– Sell
-68,812
Closed -$567K – 337
2018
Q2 		$567K Sell
68,812
-61,964
-47% -$651K 0.04% 149
2018
Q1 		$1.58M Hold
130,776
– – 0.1% 78
2017
Q4 		$1.8M Buy
130,776
+31,815
+32% +$428K 0.11% 78
2017
Q3 		$1.33M Buy
98,961
+24,206
+32% +$347K 0.1% 97
2017
Q2 		$1.2M Buy
+74,755
New +$1.06M 0.1% 99

Other funds holding LPL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Diversified Trust's LPL Position: Q2 2026 in Review

Diversified Trust increased its LG Display (LPL) stake by 60% in Q2 2026, buying an estimated $53.8K and bringing the position to 31,223 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Diversified Trust first reported a position in LPL in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2017. 27 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Diversified Trust held 31,223 shares of LG Display worth $121K as of Q2 2026.
  • Diversified Trust bought 11,720 LG Display shares in Q2 2026, an estimated $53.8K.
  • LG Display made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1069 holding.
  • Diversified Trust first reported a position in LG Display in Q2 2017 and has held it in 10 quarters since.
  • Diversified Trust's LG Display position peaked at $1.8M in Q4 2017.
  • 27 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.