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Horizon Wealth Management’s LPL Financial LPLA Stock Holding History

Horizon Wealth Management’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
Q1 		– Sell
-663
Closed -$237K – 145
2025
Q4 		$237K Buy
663
+8
+1% +$2.83K 0.04% 114
2025
Q3 		$218K Hold
655
– – 0.03% 119
2025
Q2 		$246K Sell
655
-20
-3% -$7.01K 0.04% 91
2025
Q1 		$221K Buy
675
+54
+9% +$18.8K 0.04% 93
2024
Q4 		$203K Buy
+621
New +$184K 0.04% 96

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Horizon Wealth Management's LPLA Position: Q1 2026 in Review

Horizon Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 663 shares — an estimated $237K sold.

Horizon Wealth Management first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $246K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Horizon Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 663 LPL Financial shares in Q1 2026, an estimated $237K.
  • Horizon Wealth Management first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
  • Horizon Wealth Management's LPL Financial position peaked at $246K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.