LPL Financial’s LENZ Therapeutics LENZ Stock Holding History

LPL Financial’s Portfolio LENZ Stock Details LENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,393	Closed	-$344K	–	6097
2025 Q3	$344K	Buy	+7,393	New	+$272K	﹤0.01%	4943

Other funds holding LENZ

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

7IH

72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

LPL Financial's LENZ Position: Q4 2025 in Review

LPL Financial sold out of LENZ Therapeutics (LENZ) in Q4 2025, closing a stake of 7,393 shares — an estimated $344K sold.

LPL Financial first reported a position in LENZ in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 160 funds tracked by Wall St. Rank hold LENZ as of Q4 2025.

LPL Financial reported no remaining LENZ Therapeutics position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 7,393 LENZ Therapeutics shares in Q4 2025, an estimated $344K.
LPL Financial first reported a position in LENZ Therapeutics in Q3 2025 and held it in 1 quarter.
LPL Financial's LENZ Therapeutics position peaked at $344K in Q3 2025.
160 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.