Donaldson Capital Management’s LPL Financial LPLA Stock Holding History

Donaldson Capital Management’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	–	Sell	-28,398	Closed	-$8.54M	–	317
2026 Q1	$8.54M	Buy	+28,398	New	+$9.53M	0.28%	53

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Donaldson Capital Management's LPLA Position: Q2 2026 in Review

Donaldson Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 28,398 shares — an estimated $8.54M sold.

Donaldson Capital Management first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $8.54M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Donaldson Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Donaldson Capital Management sold 28,398 LPL Financial shares in Q2 2026, an estimated $8.54M.
Donaldson Capital Management first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
Donaldson Capital Management's LPL Financial position peaked at $8.54M in Q1 2026.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.