Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s LPL Financial LPLA Stock Holding History

Envestnet Portfolio Solutions’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 		$988K Sell
3,284
-3,292
-50% -$1.1M 0.01% 638
2025
Q4 		$2.35M Sell
6,576
-941
-13% -$333K 0.01% 512
2025
Q3 		$2.5M Sell
7,517
-587
-7% -$213K 0.01% 482
2025
Q2 		$3.04M Sell
8,104
-111
-1% -$38.9K 0.01% 457
2025
Q1 		$2.69M Sell
8,215
-3,587
-30% -$1.25M 0.01% 503
2024
Q4 		$3.85M Sell
11,802
-607
-5% -$180K 0.01% 463
2024
Q3 		$2.89M Sell
12,409
-2,101
-14% -$473K 0.01% 551
2024
Q2 		$4.05M Sell
14,510
-942
-6% -$256K 0.01% 424
2024
Q1 		$4.08M Sell
15,452
-167
-1% -$42.2K 0.02% 433
2023
Q4 		$3.56M Sell
15,619
-3,704
-19% -$833K 0.01% 426
2023
Q3 		$4.59M Buy
+19,323
New +$4.49M 0.02% 328

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