Edgestream Partners’s LPL Financial LPLA Stock Holding History

Edgestream Partners’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
2025 Q4	–	Sell	-4,016	Closed	-$1.34M	–	1063
2025 Q3	$1.34M	Sell	4,016 -14,491	-78%	-$5.25M	0.04%	595
2025 Q2	$6.94M	Buy	18,507 +8,449	+84%	+$2.96M	0.19%	198
2025 Q1	$3.29M	Buy	+10,058	New	+$3.5M	0.11%	350
2024 Q2	–	Sell	-4,944	Closed	-$1.31M	–	959
2024 Q1	$1.31M	Buy	+4,944	New	+$1.25M	0.07%	443
2023 Q4	–	Sell	-1,355	Closed	-$322K	–	964
2023 Q3	$322K	Buy	+1,355	New	+$315K	0.03%	692
2023 Q2	–	Sell	-1,988	Closed	-$402K	–	820
2023 Q1	$402K	Buy	1,988 +1,034	+108%	+$236K	0.04%	435
2022 Q4	$206K	Sell	954 -966	-50%	-$226K	0.02%	480
2022 Q3	$419K	Buy	+1,920	New	+$408K	0.03%	362
2022 Q2	–	Sell	-2,145	Closed	-$392K	–	580
2022 Q1	$392K	Buy	+2,145	New	+$374K	0.03%	454
2021 Q4	–	Sell	-5,501	Closed	-$862K	–	543
2021 Q3	$862K	Sell	5,501 -3,958	-42%	-$569K	0.05%	337
2021 Q2	$1.28M	Buy	+9,459	New	+$1.38M	0.08%	272

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Edgestream Partners's LPLA Position: Q4 2025 in Review

Edgestream Partners sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 4,016 shares — an estimated $1.34M sold.

Edgestream Partners first reported a position in LPLA in Q2 2021 and held it in 11 quarters. The position peaked at $6.94M in Q2 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Edgestream Partners reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 4,016 LPL Financial shares in Q4 2025, an estimated $1.34M.
Edgestream Partners first reported a position in LPL Financial in Q2 2021 and held it in 11 quarters.
Edgestream Partners's LPL Financial position peaked at $6.94M in Q2 2025.
825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.