LPL Financial
CTS icon

LPL Financial’s CTS Corp CTS Stock Holding History

LPL Financial’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,087
Closed -$518K – 6025
2025
Q4 		$518K Buy
12,087
+152
+1% +$6.37K ﹤0.01% 4678
2025
Q3 		$477K Sell
11,935
-761
-6% -$31.5K ﹤0.01% 4671
2025
Q2 		$541K Buy
12,696
+1,872
+17% +$75.6K ﹤0.01% 4311
2025
Q1 		$450K Buy
10,824
+2,893
+36% +$135K ﹤0.01% 4265
2024
Q4 		$418K Buy
7,931
+2,175
+38% +$114K ﹤0.01% 4249
2024
Q3 		$278K Sell
5,756
-59
-1% -$2.86K ﹤0.01% 4495
2024
Q2 		$294K Sell
5,815
-797
-12% -$39.4K ﹤0.01% 4281
2024
Q1 		$309K Sell
6,612
-12
-0.2% -$526 ﹤0.01% 4171
2023
Q4 		$290K Buy
6,624
+99
+2% +$3.99K ﹤0.01% 4116
2023
Q3 		$272K Buy
6,525
+232
+4% +$9.99K ﹤0.01% 4000
2023
Q2 		$268K Sell
6,293
-510
-7% -$22.4K ﹤0.01% 3942
2023
Q1 		$337K Sell
6,803
-243
-3% -$10.9K ﹤0.01% 3650
2022
Q4 		$278K Sell
7,046
-120
-2% -$4.94K ﹤0.01% 3703
2022
Q3 		$298K Buy
7,166
+96
+1% +$3.85K ﹤0.01% 3602
2022
Q2 		$241K Buy
7,070
+324
+5% +$11.7K ﹤0.01% 3806
2022
Q1 		$238K Buy
6,746
+194
+3% +$6.78K ﹤0.01% 3735
2021
Q4 		$241K Buy
+6,552
New +$229K ﹤0.01% 3854

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

LPL Financial's CTS Position: Q1 2026 in Review

LPL Financial sold out of CTS Corp (CTS) in Q1 2026, closing a stake of 12,087 shares — an estimated $518K sold.

LPL Financial first reported a position in CTS in Q4 2021 and held it in 17 quarters. The position peaked at $541K in Q2 2025. 243 funds tracked by Wall St. Rank hold CTS as of Q1 2026.

  • LPL Financial reported no remaining CTS Corp position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 12,087 CTS Corp shares in Q1 2026, an estimated $518K.
  • LPL Financial first reported a position in CTS Corp in Q4 2021 and held it in 17 quarters.
  • LPL Financial's CTS Corp position peaked at $541K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held CTS Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.