EI
LPLA icon

Ellevest Inc’s LPL Financial LPLA Stock Holding History

Ellevest Inc’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
-667
Closed -$222K – 444
2025
Q3 		$222K Sell
667
-239
-26% -$86.6K 0.03% 396
2025
Q2 		$340K Buy
+906
New +$317K 0.05% 279
2023
Q2 		– Sell
-340
Closed -$68.8K – 1077
2023
Q1 		$68.8K Buy
340
+32
+10% +$7.32K 0.01% 526
2022
Q4 		$66.6K Buy
308
+85
+38% +$19.9K 0.01% 537
2022
Q3 		$49K Sell
223
-203
-48% -$43.2K ﹤0.01% 587
2022
Q2 		$79K Buy
426
+412
+2,943% +$78.2K 0.01% 463
2022
Q1 		$3K Sell
14
-84
-86% -$14.6K ﹤0.01% 1137
2021
Q4 		$16K Buy
98
+80
+444% +$13.2K ﹤0.01% 764
2021
Q3 		$3K Sell
18
-1
-5% -$144 ﹤0.01% 1067
2021
Q2 		$3K Sell
19
-27
-59% -$3.93K ﹤0.01% 974
2021
Q1 		$7K Buy
46
+40
+667% +$5.1K ﹤0.01% 841
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1078
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1235
2020
Q2 		$0 Sell
6
-5
-45% -$334 ﹤0.01% 1252
2020
Q1 		$1K Hold
11
– – ﹤0.01% 919
2019
Q4 		$1K Buy
+11
New +$944 ﹤0.01% 811

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return