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Lee Ainslie’s LPL Financial LPLA Stock Holding History

Lee Ainslie’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 		– Sell
-99,507
Closed -$37.3M – 281
2025
Q2 		$37.3M Sell
99,507
-221,273
-69% -$77.5M 0.56% 45
2025
Q1 		$105M Sell
320,780
-266,941
-45% -$93M 1.86% 18
2024
Q4 		$192M Buy
587,721
+90,646
+18% +$26.8M 3.45% 7
2024
Q3 		$116M Buy
497,075
+223,931
+82% +$50.5M 2.25% 16
2024
Q2 		$76.3M Sell
273,144
-57,288
-17% -$15.5M 1.45% 23
2024
Q1 		$87.3M Sell
330,432
-154,668
-32% -$39M 1.64% 21
2023
Q4 		$110M Buy
+485,100
New +$109M 2.22% 9
2022
Q3 		– Sell
-201,371
Closed -$37.1M – 364
2022
Q2 		$37.1M Sell
201,371
-183,696
-48% -$34.9M 0.92% 22
2022
Q1 		$70.3M Sell
385,067
-94,010
-20% -$16.4M 1.24% 21
2021
Q4 		$76.7M Sell
479,077
-40,668
-8% -$6.71M 0.87% 28
2021
Q3 		$81.5M Sell
519,745
-95,324
-15% -$13.7M 0.82% 31
2021
Q2 		$83M Sell
615,069
-236,938
-28% -$34.5M 0.78% 29
2021
Q1 		$121M Buy
852,007
+846,835
+16,373% +$108M 1.12% 16
2020
Q4 		$539K Sell
5,172
-11,546
-69% -$1.04M 0.01% 346
2020
Q3 		$1.28M Sell
16,718
-10,383
-38% -$824K 0.02% 216
2020
Q2 		$2.13M Buy
27,101
+2,605
+11% +$174K 0.04% 166
2020
Q1 		$1.33M Sell
24,496
-24,652
-50% -$1.99M 0.03% 257
2019
Q4 		$4.53M Sell
49,148
-18,786
-28% -$1.61M 0.07% 146
2019
Q3 		$5.56M Sell
67,934
-1,216
-2% -$97.3K 0.08% 119
2019
Q2 		$5.64M Sell
69,150
-21,210
-23% -$1.68M 0.08% 134
2019
Q1 		$6.29M Buy
+90,360
New +$6.51M 0.08% 149
2017
Q4 		– Sell
-67,770
Closed -$3.5M – 194
2017
Q3 		$3.5M Buy
67,770
+8,740
+15% +$402K 0.04% 120
2017
Q2 		$2.51M Sell
59,030
-12,620
-18% -$512K 0.03% 106
2017
Q1 		$2.85M Buy
+71,650
New +$2.82M 0.04% 63

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lee Ainslie's LPLA Position: Q3 2025 in Review

Lee Ainslie sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 99,507 shares — an estimated $37.3M sold.

Lee Ainslie first reported a position in LPLA in Q1 2017 and held it in 24 quarters. The position peaked at $192M in Q4 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Lee Ainslie reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 99,507 LPL Financial shares in Q3 2025, an estimated $37.3M.
  • Lee Ainslie first reported a position in LPL Financial in Q1 2017 and held it in 24 quarters.
  • Lee Ainslie's LPL Financial position peaked at $192M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.