LPL Financial
CERT icon

LPL Financial’s Certara CERT Stock Holding History

LPL Financial’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110K Sell
19,292
-83,950
-81% -$641K ﹤0.01% 5657
2025
Q4 		$910K Buy
103,242
+207
+0.2% +$2.13K ﹤0.01% 4168
2025
Q3 		$1.26M Sell
103,035
-20,083
-16% -$220K ﹤0.01% 3777
2025
Q2 		$1.44M Buy
123,118
+5,284
+4% +$62.5K ﹤0.01% 3420
2025
Q1 		$1.12M Buy
117,834
+5,210
+5% +$63.3K ﹤0.01% 3462
2024
Q4 		$1.29M Buy
112,624
+16,586
+17% +$180K ﹤0.01% 3276
2024
Q3 		$1.12M Buy
96,038
+14,562
+18% +$192K ﹤0.01% 3276
2024
Q2 		$1.13M Sell
81,476
-10,963
-12% -$180K ﹤0.01% 3137
2024
Q1 		$1.65M Buy
92,439
+28,184
+44% +$486K ﹤0.01% 2706
2023
Q4 		$1.13M Buy
64,255
+15,181
+31% +$223K ﹤0.01% 2933
2023
Q3 		$708K Buy
49,074
+6,529
+15% +$110K ﹤0.01% 3207
2023
Q2 		$775K Buy
42,545
+7,208
+20% +$152K ﹤0.01% 3072
2023
Q1 		$852K Buy
35,337
+6,149
+21% +$121K ﹤0.01% 2867
2022
Q4 		$469K Buy
+29,188
New +$423K ﹤0.01% 3308

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return