LPL Financial

LPL Financial’s Definitive Healthcare DH Stock Holding History

LPL Financial’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,780	Closed	-$43.8K	–	5916
2025 Q3	$43.8K	Buy	10,780 +529	+5%	+$2.11K	﹤0.01%	5649
2025 Q2	$40K	Buy	+10,251	New	+$32.3K	﹤0.01%	5389
2024 Q3	–	Sell	-68,622	Closed	-$375K	–	5201
2024 Q2	$375K	Buy	68,622 +9,465	+16%	+$59.6K	﹤0.01%	4096
2024 Q1	$477K	Buy	59,157 +33,696	+132%	+$298K	﹤0.01%	3821
2023 Q4	$253K	Buy	25,461 +3,175	+14%	+$24.9K	﹤0.01%	4219
2023 Q3	$178K	Buy	22,286 +1,690	+8%	+$17K	﹤0.01%	4282
2023 Q2	$227K	Buy	20,596 +4,096	+25%	+$42.2K	﹤0.01%	4062
2023 Q1	$170K	Buy	16,500 +757	+5%	+$8.91K	﹤0.01%	4093
2022 Q4	$173K	Sell	15,743 -1,031	-6%	-$13.3K	﹤0.01%	4026
2022 Q3	$261K	Buy	+16,774	New	+$369K	﹤0.01%	3716
2022 Q1	–	Sell	-8,643	Closed	-$236K	–	4239
2021 Q4	$236K	Buy	+8,643	New	+$302K	﹤0.01%	3871

Other funds holding DH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return