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
Q2 		– Sell
-14,429
Closed -$16.9K – 6270
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 $18.2B AUM 177.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's GWH Position: Q2 2026 in Review

LPL Financial sold out of ESS Tech (GWH) in Q2 2026, closing a stake of 14,429 shares — an estimated $16.9K sold.

LPL Financial first reported a position in GWH in Q2 2022 and held it in 11 quarters. The position peaked at $274K in Q3 2022. 47 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • LPL Financial reported no remaining ESS Tech position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 14,429 ESS Tech shares in Q2 2026, an estimated $16.9K.
  • LPL Financial first reported a position in ESS Tech in Q2 2022 and held it in 11 quarters.
  • LPL Financial's ESS Tech position peaked at $274K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

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