LPL Financial
GRWG icon

LPL Financial’s GrowGeneration GRWG Stock Holding History

LPL Financial’s Portfolio GRWG Stock Details GRWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$284K Buy
189,047
+3,153
+2% +$4.92K ﹤0.01% 5575
2026
Q2 		$275K Sell
185,894
-8,431
-4% -$11.9K ﹤0.01% 5519
2026
Q1 		$214K Sell
194,325
-4,451
-2% -$5.55K ﹤0.01% 5453
2025
Q4 		$298K Sell
198,776
-25,453
-11% -$41.8K ﹤0.01% 5149
2025
Q3 		$419K Buy
224,229
+1,185
+0.5% +$1.62K ﹤0.01% 4773
2025
Q2 		$209K Sell
223,044
-100
-0% -$107 ﹤0.01% 5061
2025
Q1 		$241K Buy
223,144
+2,295
+1% +$3.08K ﹤0.01% 4727
2024
Q4 		$373K Sell
220,849
-445
-0.2% -$851 ﹤0.01% 4336
2024
Q3 		$471K Sell
221,294
-9,446
-4% -$20.3K ﹤0.01% 4042
2024
Q2 		$496K Buy
230,740
+1,202
+0.5% +$3.05K ﹤0.01% 3881
2024
Q1 		$656K Buy
229,538
+23,690
+12% +$54.6K ﹤0.01% 3552
2023
Q4 		$517K Sell
205,848
-1,891
-0.9% -$4.63K ﹤0.01% 3646
2023
Q3 		$607K Buy
207,739
+125,821
+154% +$412K ﹤0.01% 3318
2023
Q2 		$279K Buy
81,918
+7,846
+11% +$27.8K ﹤0.01% 3909
2023
Q1 		$253K Buy
74,072
+47,355
+177% +$202K ﹤0.01% 3874
2022
Q4 		$105K Sell
26,717
-1,685
-6% -$8.04K ﹤0.01% 4155
2022
Q3 		$99K Sell
28,402
-4,252
-13% -$19.6K ﹤0.01% 4111
2022
Q2 		$117K Buy
32,654
+5,913
+22% +$33.7K ﹤0.01% 4098
2022
Q1 		$246K Sell
26,741
-11
-0% -$99 ﹤0.01% 3714
2021
Q4 		$349K Sell
26,752
-38,310
-59% -$734K ﹤0.01% 3580
2021
Q3 		$1.6M Buy
65,062
+13,485
+26% +$477K ﹤0.01% 2229
2021
Q2 		$2.48M Buy
51,577
+16,643
+48% +$729K ﹤0.01% 1801
2021
Q1 		$1.74M Buy
34,934
+14,715
+73% +$734K ﹤0.01% 1948
2020
Q4 		$813K Buy
+20,219
New +$544K ﹤0.01% 2352
2020
Q1 		– Sell
-14,447
Closed -$59K – 3314
2019
Q4 		$59K Buy
+14,447
New +$61.3K ﹤0.01% 3265

Other funds holding GRWG

Monaco Asset Management
Monaco Asset Management Monaco $818M AUM 32.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

LPL Financial's GRWG Position: Q3 2026 in Review

LPL Financial increased its GrowGeneration (GRWG) stake by 1.7% in Q3 2026, buying an estimated $4.92K and bringing the position to 189,047 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #5575.

LPL Financial first reported a position in GRWG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.48M in Q2 2021. 31 funds tracked by Wall St. Rank hold GRWG as of Q3 2026.

  • LPL Financial held 189,047 shares of GrowGeneration worth $284K as of Q3 2026.
  • LPL Financial bought 3,153 GrowGeneration shares in Q3 2026, an estimated $4.92K.
  • GrowGeneration made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5575 holding.
  • LPL Financial first reported a position in GrowGeneration in Q4 2019 and has held it in 25 quarters since.
  • LPL Financial's GrowGeneration position peaked at $2.48M in Q2 2021.
  • 31 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.