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HHM Wealth Advisors’s LPL Financial LPLA Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-1
Closed -$328 – 909
2025
Q1 		$328 Hold
1
– – ﹤0.01% 888
2024
Q4 		$327 Buy
+1
New +$296 ﹤0.01% 945
2022
Q3 		– Sell
-32
Closed -$6K – 748
2022
Q2 		$6K Buy
+32
New +$6.08K ﹤0.01% 618

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HHM Wealth Advisors's LPLA Position: Q2 2025 in Review

HHM Wealth Advisors sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1 share — an estimated $328 sold.

HHM Wealth Advisors first reported a position in LPLA in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • HHM Wealth Advisors reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1 LPL Financial share in Q2 2025, an estimated $328.
  • HHM Wealth Advisors first reported a position in LPL Financial in Q2 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's LPL Financial position peaked at $6K in Q2 2022.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.