Icon Advisers’s LPL Financial LPLA Stock Holding History

Icon Advisers’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	$7.99M	Sell	28,348 -400	-1%	-$120K	1.5%	10
2026 Q1	$8.65M	Hold	28,748	–	–	2%	7
2025 Q4	$10.3M	Sell	28,748 -2,540	-8%	-$898K	2.22%	3
2025 Q3	$10.4M	Hold	31,288	–	–	2.28%	3
2025 Q2	$11.7M	Sell	31,288 -195	-0.6%	-$68.3K	2.68%	1
2025 Q1	$10.3M	Hold	31,483	–	–	2.41%	1
2024 Q4	$10.3M	Sell	31,483 -1,100	-3%	-$325K	2.32%	1
2024 Q3	$7.58M	Sell	32,583 -12,699	-28%	-$2.86M	1.59%	6
2024 Q2	$12.8M	Sell	45,282 -350	-0.8%	-$95K	2.88%	1
2024 Q1	$12.2M	Hold	45,632	–	–	2.64%	1
2023 Q4	$10.4M	Hold	45,632	–	–	2.38%	1
2023 Q3	$10.8M	Hold	45,632	–	–	2.68%	2
2023 Q2	$9.92M	Hold	45,632	–	–	2.52%	2
2023 Q1	$9.24M	Hold	45,632	–	–	2.35%	1
2022 Q4	$9.86M	Hold	45,632	–	–	2.52%	3
2022 Q3	$9.97M	Sell	45,632 -1,500	-3%	-$319K	2.73%	2
2022 Q2	$8.7M	Sell	47,132 -1,800	-4%	-$342K	2.01%	3
2022 Q1	$8.94M	Hold	48,932	–	–	1.52%	10
2021 Q4	$7.83M	Buy	48,932 +532	+1%	+$87.8K	1.26%	17
2021 Q3	$7.59M	Buy	+48,400	New	+$6.95M	1.29%	14

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Icon Advisers's LPLA Position: Q2 2026 in Review

Icon Advisers reduced its LPL Financial (LPLA) stake by 1.4% in Q2 2026, selling an estimated $120K and leaving 28,348 shares worth $7.99M. The position accounts for 1.5% of the portfolio, ranked #10.

Icon Advisers first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.8M in Q2 2024. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Icon Advisers held 28,348 shares of LPL Financial worth $7.99M as of Q2 2026.
Icon Advisers sold 400 LPL Financial shares in Q2 2026, an estimated $120K.
LPL Financial made up 1.5% of Icon Advisers's portfolio in Q2 2026, its #10 holding.
Icon Advisers first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
Icon Advisers's LPL Financial position peaked at $12.8M in Q2 2024.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.