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Great Diamond Partners’s LPL Financial LPLA Stock Holding History

Great Diamond Partners’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
2025
Q3 		– Sell
-546
Closed -$205K – 234
2025
Q2 		$205K Sell
546
-68
-11% -$23.8K 0.04% 219
2025
Q1 		$201K Sell
614
-35
-5% -$12.2K 0.05% 177
2024
Q4 		$212K Buy
+649
New +$192K 0.05% 178
2024
Q3 		– Sell
-1,316
Closed -$368K – 211
2024
Q2 		$368K Sell
1,316
-95
-7% -$25.8K 0.09% 150
2024
Q1 		$373K Buy
1,411
+5
+0.4% +$1.26K 0.09% 153
2023
Q4 		$320K Sell
1,406
-121
-8% -$27.2K 0.08% 171
2023
Q3 		$363K Buy
1,527
+360
+31% +$83.6K 0.1% 151
2023
Q2 		$254K Sell
1,167
-4
-0.3% -$801 0.07% 193
2023
Q1 		$237K Sell
1,171
-5
-0.4% -$1.14K 0.07% 198
2022
Q4 		$254K Sell
1,176
-15
-1% -$3.51K 0.08% 183
2022
Q3 		$260K Sell
1,191
-2
-0.2% -$425 0.09% 170
2022
Q2 		$220K Sell
1,193
-311
-21% -$59.1K 0.07% 196
2022
Q1 		$274K Buy
1,504
+29
+2% +$5.05K 0.08% 183
2021
Q4 		$236K Buy
1,475
+32
+2% +$5.28K 0.06% 194
2021
Q3 		$226K Buy
+1,443
New +$207K 0.06% 192
2021
Q2 		– Sell
-1,470
Closed -$208K – 198
2021
Q1 		$208K Buy
+1,470
New +$188K 0.06% 193

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Great Diamond Partners's LPLA Position: Q3 2025 in Review

Great Diamond Partners sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 546 shares — an estimated $205K sold.

Great Diamond Partners first reported a position in LPLA in Q1 2021 and held it in 16 quarters. The position peaked at $373K in Q1 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Great Diamond Partners reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Great Diamond Partners sold 546 LPL Financial shares in Q3 2025, an estimated $205K.
  • Great Diamond Partners first reported a position in LPL Financial in Q1 2021 and held it in 16 quarters.
  • Great Diamond Partners's LPL Financial position peaked at $373K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.