GI
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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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM