LPL Financial
GWH icon

LPL Financial’s ESS Tech GWH Stock Holding History

LPL Financial’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9K Buy
14,429
+192
+1% +$296 ﹤0.01% 5889
2025
Q4 		$26.8K Buy
+14,237
New +$45.3K ﹤0.01% 5783
2024
Q3 		– Sell
-1,628
Closed -$20K – 5227
2024
Q2 		$20K Buy
1,628
+40
+3% +$451 ﹤0.01% 4935
2024
Q1 		$17.2K Buy
1,588
+72
+5% +$981 ﹤0.01% 4858
2023
Q4 		$25.9K Buy
1,516
+9
+0.6% +$183 ﹤0.01% 4717
2023
Q3 		$42.5K Sell
1,507
-67
-4% -$1.63K ﹤0.01% 4535
2023
Q2 		$34.7K Buy
1,574
+23
+1% +$416 ﹤0.01% 4468
2023
Q1 		$32.3K Sell
1,551
-527
-25% -$14.7K ﹤0.01% 4369
2022
Q4 		$75.8K Sell
2,078
-2,389
-53% -$123K ﹤0.01% 4217
2022
Q3 		$274K Sell
4,467
-110
-2% -$6.51K ﹤0.01% 3680
2022
Q2 		$193K Buy
+4,577
New +$321K ﹤0.01% 3970

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

LPL Financial's GWH Position: Q1 2026 in Review

LPL Financial increased its ESS Tech (GWH) stake by 1.3% in Q1 2026, buying an estimated $296 and bringing the position to 14,429 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5889.

LPL Financial first reported a position in GWH in Q2 2022 and has held it in 11 quarters since. The position peaked at $274K in Q3 2022. 51 funds tracked by Wall St. Rank hold GWH as of Q1 2026.

  • LPL Financial held 14,429 shares of ESS Tech worth $16.9K as of Q1 2026.
  • LPL Financial bought 192 ESS Tech shares in Q1 2026, an estimated $296.
  • ESS Tech made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5889 holding.
  • LPL Financial first reported a position in ESS Tech in Q2 2022 and has held it in 11 quarters since.
  • LPL Financial's ESS Tech position peaked at $274K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held ESS Tech as of Q1 2026.

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