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Gilder Gagnon Howe & Co’s LPL Financial LPLA Stock Holding History

Gilder Gagnon Howe & Co’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
Q2 		$54.4M Sell
193,037
-1,689
-0.9% -$507K 0.56% 50
2026
Q1 		$58.6M Sell
194,726
-64,344
-25% -$21.6M 0.7% 40
2025
Q4 		$92.5M Sell
259,070
-6,896
-3% -$2.44M 0.98% 32
2025
Q3 		$88.5M Sell
265,966
-4,561
-2% -$1.65M 0.9% 33
2025
Q2 		$101M Sell
270,527
-2,411
-0.9% -$845K 1.08% 24
2025
Q1 		$89.3M Sell
272,938
-3,403
-1% -$1.18M 1.17% 27
2024
Q4 		$90.2M Sell
276,341
-5,338
-2% -$1.58M 0.97% 30
2024
Q3 		$65.5M Buy
281,679
+47,952
+21% +$10.8M 0.78% 42
2024
Q2 		$65.3M Sell
233,727
-599
-0.3% -$163K 0.82% 37
2024
Q1 		$61.9M Sell
234,326
-198
-0.1% -$50K 0.77% 40
2023
Q4 		$53.4M Buy
234,524
+232,704
+12,786% +$52.3M 0.73% 40
2023
Q3 		$433K Buy
1,820
+297
+20% +$69K 0.01% 230
2023
Q2 		$331K Buy
+1,523
New +$305K ﹤0.01% 259

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gilder Gagnon Howe & Co's LPLA Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its LPL Financial (LPLA) stake by 0.87% in Q2 2026, selling an estimated $507K and leaving 193,037 shares worth $54.4M. The position accounts for 0.56% of the portfolio, ranked #50.

Gilder Gagnon Howe & Co first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $101M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Gilder Gagnon Howe & Co held 193,037 shares of LPL Financial worth $54.4M as of Q2 2026.
  • Gilder Gagnon Howe & Co sold 1,689 LPL Financial shares in Q2 2026, an estimated $507K.
  • LPL Financial made up 0.56% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #50 holding.
  • Gilder Gagnon Howe & Co first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • Gilder Gagnon Howe & Co's LPL Financial position peaked at $101M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.