LPL Financial
DTST icon

LPL Financial’s Data Storage Corp DTST Stock Holding History

LPL Financial’s Portfolio DTST Stock Details DTST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,856
Closed -$81.2K – 6036
2025
Q4 		$81.2K Buy
15,856
+2,000
+14% +$8.89K ﹤0.01% 5644
2025
Q3 		$59.9K Sell
13,856
-8,150
-37% -$36.3K ﹤0.01% 5609
2025
Q2 		$75.5K Sell
22,006
-3,500
-14% -$12.7K ﹤0.01% 5312
2025
Q1 		$92.6K Buy
25,506
+1,100
+5% +$4.47K ﹤0.01% 5059
2024
Q4 		$103K Buy
+24,406
New +$97.2K ﹤0.01% 4992

Other funds holding DTST

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

LPL Financial's DTST Position: Q1 2026 in Review

LPL Financial sold out of Data Storage Corp (DTST) in Q1 2026, closing a stake of 15,856 shares — an estimated $81.2K sold.

LPL Financial first reported a position in DTST in Q4 2024 and held it in 5 quarters. The position peaked at $103K in Q4 2024. 15 funds tracked by Wall St. Rank hold DTST as of Q1 2026.

  • LPL Financial reported no remaining Data Storage Corp position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 15,856 Data Storage Corp shares in Q1 2026, an estimated $81.2K.
  • LPL Financial first reported a position in Data Storage Corp in Q4 2024 and held it in 5 quarters.
  • LPL Financial's Data Storage Corp position peaked at $103K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Data Storage Corp as of Q1 2026.

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