Envestnet Portfolio Solutions
LPLA icon

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
Q2 		$972K Buy
3,452
+168
+5% +$50.4K ﹤0.01% 718
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Portfolio Solutions's LPLA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its LPL Financial (LPLA) stake by 5.1% in Q2 2026, buying an estimated $50.4K and bringing the position to 3,452 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Envestnet Portfolio Solutions first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.59M in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,452 shares of LPL Financial worth $972K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 168 LPL Financial shares in Q2 2026, an estimated $50.4K.
  • LPL Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #718 holding.
  • Envestnet Portfolio Solutions first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's LPL Financial position peaked at $4.59M in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.