LPL Financial
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LPL Financial’s Adeia ADEA Stock Holding History

LPL Financial’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$725K Buy
22,001
+12,198
+124% +$360K ﹤0.01% 4706
2026
Q1 		$236K Buy
+9,803
New +$199K ﹤0.01% 5377
2024
Q2 		– Sell
-13,748
Closed -$150K – 5010
2024
Q1 		$150K Buy
13,748
+2,475
+22% +$28.9K ﹤0.01% 4576
2023
Q4 		$140K Sell
11,273
-1,439
-11% -$13.9K ﹤0.01% 4481
2023
Q3 		$136K Buy
+12,712
New +$135K ﹤0.01% 4358
2017
Q2 		– Sell
-24,838
Closed -$215K – 2796
2017
Q1 		$215K Sell
24,838
-6,736
-21% -$72.5K ﹤0.01% 2448
2016
Q4 		$375K Sell
31,574
-6,286
-17% -$66.6K ﹤0.01% 1989
2016
Q3 		$390K Sell
37,860
-120,609
-76% -$1.06M ﹤0.01% 1930
2016
Q2 		$1.24M Sell
158,469
-47,692
-23% -$388K 0.01% 1026
2016
Q1 		$1.66M Sell
206,161
-79,070
-28% -$603K ﹤0.01% 1323
2015
Q4 		$2.18M Buy
285,231
+201,523
+241% +$1.76M 0.01% 1119
2015
Q3 		$719K Sell
83,708
-12,984
-13% -$119K ﹤0.01% 1496
2015
Q2 		$966K Buy
96,692
+63,557
+192% +$652K ﹤0.01% 1394
2015
Q1 		$357K Buy
+33,135
New +$339K ﹤0.01% 2110

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's ADEA Position: Q2 2026 in Review

LPL Financial increased its Adeia (ADEA) stake by 124% in Q2 2026, buying an estimated $360K and bringing the position to 22,001 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #4706.

LPL Financial first reported a position in ADEA in Q1 2015 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2015. 301 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • LPL Financial held 22,001 shares of Adeia worth $725K as of Q2 2026.
  • LPL Financial bought 12,198 Adeia shares in Q2 2026, an estimated $360K.
  • Adeia made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4706 holding.
  • LPL Financial first reported a position in Adeia in Q1 2015 and has held it in 14 quarters since.
  • LPL Financial's Adeia position peaked at $2.18M in Q4 2015.
  • 301 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.