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 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 New York $5.72T 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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gilder Gagnon Howe & Co's LPLA Position: Q1 2026 in Review

Gilder Gagnon Howe & Co reduced its LPL Financial (LPLA) stake by 25% in Q1 2026, selling an estimated $21.6M and leaving 194,726 shares worth $58.6M. The position accounts for 0.7% of the portfolio, ranked #40.

Gilder Gagnon Howe & Co first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $101M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Gilder Gagnon Howe & Co held 194,726 shares of LPL Financial worth $58.6M as of Q1 2026.
Gilder Gagnon Howe & Co sold 64,344 LPL Financial shares in Q1 2026, an estimated $21.6M.
LPL Financial made up 0.7% of Gilder Gagnon Howe & Co's portfolio in Q1 2026, its #40 holding.
Gilder Gagnon Howe & Co first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
Gilder Gagnon Howe & Co's LPL Financial position peaked at $101M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.