EWA
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EP Wealth Advisors’s LG Display LPL Stock Holding History

EP Wealth Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.7K Sell
18,935
-5,501
-23% -$25.3K ﹤0.01% 1683
2026
Q1 		$94.8K Sell
24,436
-3,171
-11% -$13.4K ﹤0.01% 1467
2025
Q4 		$116K Buy
+27,607
New +$129K ﹤0.01% 1443

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EP Wealth Advisors's LPL Position: Q2 2026 in Review

EP Wealth Advisors reduced its LG Display (LPL) stake by 23% in Q2 2026, selling an estimated $25.3K and leaving 18,935 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

EP Wealth Advisors first reported a position in LPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $116K in Q4 2025. 191 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • EP Wealth Advisors held 18,935 shares of LG Display worth $73.7K as of Q2 2026.
  • EP Wealth Advisors sold 5,501 LG Display shares in Q2 2026, an estimated $25.3K.
  • LG Display made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1683 holding.
  • EP Wealth Advisors first reported a position in LG Display in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's LG Display position peaked at $116K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.