Intentional Wealth Strategies’s LG Display LPL Stock Holding History

Intentional Wealth Strategies’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-717	Closed	-$2.78K	–	536
2026 Q1	$2.78K	Buy	+717	New	+$3.03K	﹤0.01%	602

Other funds holding LPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Intentional Wealth Strategies's LPL Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of LG Display (LPL) in Q2 2026, closing a stake of 717 shares — an estimated $2.78K sold.

Intentional Wealth Strategies first reported a position in LPL in Q1 2026 and held it in 1 quarter. The position peaked at $2.78K in Q1 2026. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

Intentional Wealth Strategies reported no remaining LG Display position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 717 LG Display shares in Q2 2026, an estimated $2.78K.
Intentional Wealth Strategies first reported a position in LG Display in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's LG Display position peaked at $2.78K in Q1 2026.
190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.