LPL Financial’s Life Time Group Holdings LTH Stock Holding History

LPL Financial’s Portfolio LTH Stock Details LTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.2M	Buy	80,150 +8,249	+11%	+$352K	﹤0.01%	3286
2026 Q2	$2.94M	Sell	71,901 -44,062	-38%	-$1.4M	﹤0.01%	3321
2026 Q1	$3.12M	Sell	115,963 -7,482	-6%	-$207K	﹤0.01%	3086
2025 Q4	$3.28M	Buy	123,445 +2,285	+2%	+$59.5K	﹤0.01%	2922
2025 Q3	$3.34M	Buy	121,160 +22,734	+23%	+$648K	﹤0.01%	2836
2025 Q2	$2.99M	Buy	98,426 +18,473	+23%	+$548K	﹤0.01%	2759
2025 Q1	$2.33M	Buy	+79,953	New	+$2.35M	﹤0.01%	2807

Other funds holding LTH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

LPL Financial's LTH Position: Q3 2026 in Review

LPL Financial increased its Life Time Group Holdings (LTH) stake by 11% in Q3 2026, buying an estimated $352K and bringing the position to 80,150 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

LPL Financial first reported a position in LTH in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.34M in Q3 2025. 188 funds tracked by Wall St. Rank hold LTH as of Q3 2026.

LPL Financial held 80,150 shares of Life Time Group Holdings worth $3.2M as of Q3 2026.
LPL Financial bought 8,249 Life Time Group Holdings shares in Q3 2026, an estimated $352K.
Life Time Group Holdings made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3286 holding.
LPL Financial first reported a position in Life Time Group Holdings in Q1 2025 and has held it in 7 quarters since.
LPL Financial's Life Time Group Holdings position peaked at $3.34M in Q3 2025.
188 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q3 2026.

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