Laird Norton Wetherby Wealth Management’s LPL Financial LPLA Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$396K	Buy	1,190 +53	+5%	+$19.2K	0.02%	656
2025 Q2	$426K	Buy	+1,137	New	+$398K	0.02%	623
2024 Q4	$366K	Sell	1,122 -140	-11%	-$41.4K	0.02%	636
2024 Q3	$294K	Sell	1,262 -297	-19%	-$66.9K	0.01%	741
2024 Q2	$435K	Buy	1,559 +5	+0.3%	+$1.36K	0.02%	584
2024 Q1	$411K	Buy	1,554 +4	+0.3%	+$1.01K	0.02%	625
2023 Q4	$353K	Buy	1,550 +101	+7%	+$22.7K	0.02%	665
2023 Q3	$344K	Buy	1,449 +220	+18%	+$51.1K	0.02%	637
2023 Q2	$267K	Buy	1,229 +89	+8%	+$17.8K	0.01%	760
2023 Q1	$231K	Sell	1,140 -96	-8%	-$21.9K	0.01%	782
2022 Q4	$267K	Buy	1,236 +21	+2%	+$4.91K	0.02%	727
2022 Q3	$265K	Sell	1,215 -13	-1%	-$2.77K	0.02%	702
2022 Q2	$227K	Buy	+1,228	New	+$233K	0.02%	781

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LPLA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its LPL Financial (LPLA) stake by 4.7% in Q3 2025, buying an estimated $19.2K and bringing the position to 1,190 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #656.

Laird Norton Wetherby Wealth Management first reported a position in LPLA in Q2 2022 and has held it in 13 quarters since. The position peaked at $435K in Q2 2024. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Laird Norton Wetherby Wealth Management held 1,190 shares of LPL Financial worth $396K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 53 LPL Financial shares in Q3 2025, an estimated $19.2K.
LPL Financial made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #656 holding.
Laird Norton Wetherby Wealth Management first reported a position in LPL Financial in Q2 2022 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's LPL Financial position peaked at $435K in Q2 2024.
757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.