LPL Financial
CVV icon

LPL Financial’s CVD Equipment Corp CVV Stock Holding History

LPL Financial’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
144,441
+6,900
+5% +$41.8K ﹤0.01% 4367
2026
Q1 		$569K Buy
+137,541
New +$584K ﹤0.01% 4646

Other funds holding CVV

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's CVV Position: Q2 2026 in Review

LPL Financial increased its CVD Equipment Corp (CVV) stake by 5% in Q2 2026, buying an estimated $41.8K and bringing the position to 144,441 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4367.

LPL Financial first reported a position in CVV in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CVV as of Q2 2026.

  • LPL Financial held 144,441 shares of CVD Equipment Corp worth $1.07M as of Q2 2026.
  • LPL Financial bought 6,900 CVD Equipment Corp shares in Q2 2026, an estimated $41.8K.
  • CVD Equipment Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4367 holding.
  • LPL Financial first reported a position in CVD Equipment Corp in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q2 2026.

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