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FWIA
Fort Washington Investment Advisors’s
LPL Financial
LPLA
Stock Holding History
Fort Washington Investment Advisors’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
$105M
Buy
348,101
+96,704
+38%
+$32.4M
0.58%
39
2025
Q4
$89.8M
Buy
251,397
+28,253
+13%
+$9.99M
0.48%
47
2025
Q3
$74.2M
Buy
223,144
+153,897
+222%
+$55.8M
0.4%
61
2025
Q2
$26M
Buy
69,247
+3,322
+5%
+$1.16M
0.15%
134
2025
Q1
$21.6M
Sell
65,925
-140
-0.2%
-$48.7K
0.13%
152
2024
Q4
$21.6M
Sell
66,065
-1,401
-2%
-$414K
0.13%
151
2024
Q3
$15.7M
Buy
67,466
+13,214
+24%
+$2.98M
0.1%
191
2024
Q2
$15.2M
Sell
54,252
-148
-0.3%
-$40.2K
0.1%
169
2024
Q1
$14.4M
Sell
54,400
-16,870
-24%
-$4.26M
0.09%
184
2023
Q4
$16.2M
Sell
71,270
-29
-0%
-$6.52K
0.11%
179
2023
Q3
$16.9M
Hold
71,299
–
–
0.13%
145
2023
Q2
$15.5M
Sell
71,299
-15
-0%
-$3K
0.11%
161
2023
Q1
$14.4M
Hold
71,314
–
–
0.11%
159
2022
Q4
$15.4M
Sell
71,314
-44,659
-39%
-$10.4M
0.12%
148
2022
Q3
$25.3M
Sell
115,973
-88,151
-43%
-$18.7M
0.21%
113
2022
Q2
$37.7M
Hold
204,124
–
–
0.29%
93
2022
Q1
$37.3M
Buy
204,124
+4,432
+2%
+$772K
0.24%
106
2021
Q4
$32M
Buy
199,692
+1,941
+1%
+$320K
0.19%
116
2021
Q3
$31M
Sell
197,751
-5,266
-3%
-$756K
0.2%
112
2021
Q2
$27.4M
Buy
203,017
+8,904
+5%
+$1.29M
0.24%
71
2021
Q1
$27.6M
Buy
+194,113
New
+$24.8M
0.27%
67
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, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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