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Gradient Investments’s LPL Financial LPLA Stock Holding History

Gradient Investments’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 		$3.28M Buy
11,655
+774
+7% +$232K 0.05% 221
2026
Q1 		$3.27M Buy
10,881
+5,280
+94% +$1.77M 0.05% 220
2025
Q4 		$2M Buy
5,601
+61
+1% +$21.6K 0.03% 203
2025
Q3 		$1.84M Sell
5,540
-345
-6% -$125K 0.03% 200
2025
Q2 		$2.21M Sell
5,885
-595
-9% -$208K 0.04% 180
2025
Q1 		$2.12M Sell
6,480
-779
-11% -$271K 0.04% 175
2024
Q4 		$2.37M Sell
7,259
-441
-6% -$130K 0.05% 164
2024
Q3 		$1.79M Sell
7,700
-8,670
-53% -$1.95M 0.04% 169
2024
Q2 		$4.57M Sell
16,370
-95
-0.6% -$25.8K 0.1% 150
2024
Q1 		$4.35M Sell
16,465
-1,959
-11% -$494K 0.1% 150
2023
Q4 		$4.19M Sell
18,424
-338
-2% -$76K 0.1% 151
2023
Q3 		$4.46M Buy
18,762
+125
+0.7% +$29K 0.12% 135
2023
Q2 		$4.05M Buy
18,637
+3,056
+20% +$612K 0.1% 143
2023
Q1 		$3.15M Buy
15,581
+128
+0.8% +$29.3K 0.09% 149
2022
Q4 		$3.34M Buy
15,453
+1,375
+10% +$321K 0.11% 149
2022
Q3 		$3.08M Sell
14,078
-12,202
-46% -$2.6M 0.09% 150
2022
Q2 		$4.85M Sell
26,280
-17,870
-40% -$3.39M 0.14% 141
2022
Q1 		$8.06M Sell
44,150
-3,441
-7% -$599K 0.21% 123
2021
Q4 		$7.62M Buy
+47,591
New +$7.85M 0.19% 131

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

Gradient Investments's LPLA Position: Q2 2026 in Review

Gradient Investments increased its LPL Financial (LPLA) stake by 7.1% in Q2 2026, buying an estimated $232K and bringing the position to 11,655 shares worth $3.28M. The position accounts for 0.05% of the portfolio, ranked #221.

Gradient Investments first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.06M in Q1 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Gradient Investments held 11,655 shares of LPL Financial worth $3.28M as of Q2 2026.
  • Gradient Investments bought 774 LPL Financial shares in Q2 2026, an estimated $232K.
  • LPL Financial made up 0.05% of Gradient Investments's portfolio in Q2 2026, its #221 holding.
  • Gradient Investments first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Gradient Investments's LPL Financial position peaked at $8.06M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.