LPL Financial
DH icon

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

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LPL Financial's DH Position: Q4 2025 in Review

LPL Financial sold out of Definitive Healthcare (DH) in Q4 2025, closing a stake of 10,780 shares — an estimated $43.8K sold.

LPL Financial first reported a position in DH in Q4 2021 and held it in 11 quarters. The position peaked at $477K in Q1 2024. 122 funds tracked by Wall St. Rank hold DH as of Q4 2025.

  • LPL Financial reported no remaining Definitive Healthcare position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,780 Definitive Healthcare shares in Q4 2025, an estimated $43.8K.
  • LPL Financial first reported a position in Definitive Healthcare in Q4 2021 and held it in 11 quarters.
  • LPL Financial's Definitive Healthcare position peaked at $477K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.