Gradient Investments
LPLA icon

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
Q3 		$3.01M Sell
9,829
-1,826
-16% -$621K 0.04% 229
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Gradient Investments's LPLA Position: Q3 2026 in Review

Gradient Investments reduced its LPL Financial (LPLA) stake by 16% in Q3 2026, selling an estimated $621K and leaving 9,829 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #229.

Gradient Investments first reported a position in LPLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.06M in Q1 2022. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Gradient Investments held 9,829 shares of LPL Financial worth $3.01M as of Q3 2026.
  • Gradient Investments sold 1,826 LPL Financial shares in Q3 2026, an estimated $621K.
  • LPL Financial made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #229 holding.
  • Gradient Investments first reported a position in LPL Financial in Q4 2021 and has held it in 20 quarters since.
  • Gradient Investments's LPL Financial position peaked at $8.06M in Q1 2022.
  • 133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.