LPL Financial
CVGI icon

LPL Financial’s Commercial Vehicle Group CVGI Stock Holding History

LPL Financial’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,080
Closed -$57.2K – 5394
2024
Q4 		$57.2K Sell
23,080
-65,886
-74% -$176K ﹤0.01% 5088
2024
Q3 		$289K Sell
88,966
-66,583
-43% -$271K ﹤0.01% 4467
2024
Q2 		$762K Sell
155,549
-9,690
-6% -$54.9K ﹤0.01% 3500
2024
Q1 		$1.06M Buy
165,239
+7,255
+5% +$46.9K ﹤0.01% 3128
2023
Q4 		$1.11M Buy
157,984
+9,500
+6% +$64.6K ﹤0.01% 2957
2023
Q3 		$1.15M Sell
148,484
-1,800
-1% -$17K ﹤0.01% 2776
2023
Q2 		$1.67M Buy
150,284
+3,200
+2% +$29K ﹤0.01% 2411
2023
Q1 		$1.07M Buy
147,084
+6,360
+5% +$48.2K ﹤0.01% 2695
2022
Q4 		$958K Buy
140,724
+4,020
+3% +$23.4K ﹤0.01% 2684
2022
Q3 		$615K Buy
136,704
+5,570
+4% +$35.6K ﹤0.01% 2954
2022
Q2 		$766K Sell
131,134
-11,225
-8% -$76.4K ﹤0.01% 2819
2022
Q1 		$1.2M Buy
142,359
+5,500
+4% +$44.5K ﹤0.01% 2455
2021
Q4 		$1.1M Buy
136,859
+20,723
+18% +$188K ﹤0.01% 2568
2021
Q3 		$1.1M Buy
116,136
+12,605
+12% +$119K ﹤0.01% 2536
2021
Q2 		$1.1M Buy
+103,531
New +$1.15M ﹤0.01% 2479

Other funds holding CVGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial's CVGI Position: Q1 2025 in Review

LPL Financial sold out of Commercial Vehicle Group (CVGI) in Q1 2025, closing a stake of 23,080 shares — an estimated $57.2K sold.

LPL Financial first reported a position in CVGI in Q2 2021 and held it in 15 quarters. The position peaked at $1.67M in Q2 2023. 97 funds tracked by Wall St. Rank hold CVGI as of Q1 2025.

  • LPL Financial reported no remaining Commercial Vehicle Group position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 23,080 Commercial Vehicle Group shares in Q1 2025, an estimated $57.2K.
  • LPL Financial first reported a position in Commercial Vehicle Group in Q2 2021 and held it in 15 quarters.
  • LPL Financial's Commercial Vehicle Group position peaked at $1.67M in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.