DWM
LPLA icon

Drive Wealth Management’s LPL Financial LPLA Stock Holding History

Drive Wealth 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
Q1 		$202K Hold
671
– – 0.04% 353
2025
Q4 		$240K Buy
671
+6
+0.9% +$2.12K 0.05% 318
2025
Q3 		$221K Buy
665
+15
+2% +$5.44K 0.05% 314
2025
Q2 		$244K Buy
650
+12
+2% +$4.2K 0.05% 274
2025
Q1 		$209K Sell
638
-24
-4% -$8.36K 0.05% 294
2024
Q4 		$216K Buy
+662
New +$196K 0.05% 293
2024
Q3 		– Sell
-962
Closed -$269K – 340
2024
Q2 		$269K Buy
962
+33
+4% +$8.96K 0.07% 225
2024
Q1 		$245K Buy
+929
New +$234K 0.07% 243
2023
Q4 		– Sell
-847
Closed -$201K – 314
2023
Q3 		$201K Buy
+847
New +$197K 0.07% 245

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
VPM
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
VCM
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
SC
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