Ethic Inc’s LPL Financial LPLA Stock Holding History

Ethic 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
2026 Q1	$1.55M	Sell	5,147 -267	-5%	-$89.6K	0.02%	525
2025 Q4	$1.93M	Sell	5,414 -346	-6%	-$122K	0.03%	465
2025 Q3	$1.92M	Sell	5,760 -852	-13%	-$309K	0.03%	461
2025 Q2	$2.41M	Buy	6,612 +1,130	+21%	+$396K	0.04%	389
2025 Q1	$1.84M	Buy	5,482 +562	+11%	+$196K	0.04%	434
2024 Q4	$1.61M	Sell	4,920 -237	-5%	-$70.1K	0.03%	468
2024 Q3	$1.36M	Sell	5,157 -751	-13%	-$169K	0.03%	487
2024 Q2	$1.65M	Buy	5,908 +751	+15%	+$204K	0.04%	440
2024 Q1	$1.36M	Buy	5,157 +987	+24%	+$249K	0.03%	487
2023 Q4	$949K	Sell	4,170 -742	-15%	-$167K	0.03%	551
2023 Q3	$1.17M	Buy	4,912 +769	+19%	+$179K	0.04%	441
2023 Q2	$901K	Sell	4,143 -717	-15%	-$144K	0.03%	482
2023 Q1	$984K	Buy	4,860 +566	+13%	+$129K	0.04%	454
2022 Q4	$928K	Buy	4,294 +462	+12%	+$108K	0.05%	394
2022 Q3	$837K	Buy	3,832 +736	+24%	+$157K	0.06%	368
2022 Q2	$571K	Buy	3,096 +1,185	+62%	+$225K	0.04%	442
2022 Q1	$349K	Sell	1,911 -368	-16%	-$64.1K	0.02%	562
2021 Q4	$365K	Buy	2,279 +479	+27%	+$79.1K	0.03%	478
2021 Q3	$282K	Buy	1,800 +223	+14%	+$32K	0.03%	495
2021 Q2	$213K	Buy	+1,577	New	+$229K	0.03%	529

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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