LPL Financial
EVTL icon

LPL Financial’s Vertical Aerospace EVTL Stock Holding History

LPL Financial’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.1K Buy
33,984
+20,383
+150% +$49K ﹤0.01% 6005
2026
Q1 		$30.1K Sell
13,601
-4,654
-25% -$21.2K ﹤0.01% 5836
2025
Q4 		$97.3K Buy
18,255
+7,209
+65% +$36.5K ﹤0.01% 5599
2025
Q3 		$57.3K Buy
+11,046
New +$61.4K ﹤0.01% 5614

Other funds holding EVTL

MCM
Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's EVTL Position: Q2 2026 in Review

LPL Financial increased its Vertical Aerospace (EVTL) stake by 150% in Q2 2026, buying an estimated $49K and bringing the position to 33,984 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6005.

LPL Financial first reported a position in EVTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $97.3K in Q4 2025. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • LPL Financial held 33,984 shares of Vertical Aerospace worth $59.1K as of Q2 2026.
  • LPL Financial bought 20,383 Vertical Aerospace shares in Q2 2026, an estimated $49K.
  • Vertical Aerospace made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6005 holding.
  • LPL Financial first reported a position in Vertical Aerospace in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Vertical Aerospace position peaked at $97.3K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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