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Gerber Kawasaki Wealth & Investment Management’s LPL Financial LPLA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$2.02M Sell
6,702
-48
-0.7% -$16.1K 0.06% 119
2025
Q4 		$2.42M Sell
6,750
-856
-11% -$303K 0.08% 106
2025
Q3 		$2.53M Sell
7,606
-381
-5% -$138K 0.09% 104
2025
Q2 		$3M Sell
7,987
-1
-0% -$350 0.12% 97
2025
Q1 		$2.61M Buy
7,988
+1,104
+16% +$384K 0.12% 95
2024
Q4 		$2.25M Sell
6,884
-14,690
-68% -$4.34M 0.1% 101
2024
Q3 		$5.02M Sell
21,574
-6,843
-24% -$1.54M 0.23% 73
2024
Q2 		$7.94M Sell
28,417
-169
-0.6% -$45.9K 0.4% 55
2024
Q1 		$7.55M Buy
28,586
+4,881
+21% +$1.23M 0.41% 54
2023
Q4 		$5.4M Buy
23,705
+6,082
+35% +$1.37M 0.32% 59
2023
Q3 		$4.19M Buy
17,623
+701
+4% +$163K 0.29% 68
2023
Q2 		$3.68M Buy
16,922
+4,421
+35% +$885K 0.25% 71
2023
Q1 		$2.53M Buy
12,501
+5,235
+72% +$1.2M 0.2% 83
2022
Q4 		$1.57M Buy
7,266
+2,853
+65% +$667K 0.14% 95
2022
Q3 		$984K Buy
4,413
+3,069
+228% +$653K 0.09% 115
2022
Q2 		$247K Buy
+1,344
New +$255K 0.02% 211
2021
Q4 		– Sell
-2
Closed -$2K – 738
2021
Q3 		$2K Buy
+2
New +$287 ﹤0.01% 905

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LPLA Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its LPL Financial (LPLA) stake by 0.71% in Q1 2026, selling an estimated $16.1K and leaving 6,702 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #119.

Gerber Kawasaki Wealth & Investment Management first reported a position in LPLA in Q3 2021 and has held it in 17 quarters since. The position peaked at $7.94M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,702 shares of LPL Financial worth $2.02M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 48 LPL Financial shares in Q1 2026, an estimated $16.1K.
  • LPL Financial made up 0.06% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #119 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in LPL Financial in Q3 2021 and has held it in 17 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's LPL Financial position peaked at $7.94M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.