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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
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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EP Wealth Advisors's LPL Position: Q1 2026 in Review

EP Wealth Advisors reduced its LG Display (LPL) stake by 11% in Q1 2026, selling an estimated $13.4K and leaving 24,436 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

EP Wealth Advisors first reported a position in LPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $116K in Q4 2025. 158 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

  • EP Wealth Advisors held 24,436 shares of LG Display worth $94.8K as of Q1 2026.
  • EP Wealth Advisors sold 3,171 LG Display shares in Q1 2026, an estimated $13.4K.
  • LG Display made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1467 holding.
  • EP Wealth Advisors first reported a position in LG Display in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's LG Display position peaked at $116K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.