LPL Financial’s Modiv Industrial MDV Stock Holding History

LPL Financial’s Portfolio MDV Stock Details MDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$412K	Buy	28,790 +613	+2%	+$9.1K	﹤0.01%	4937
2025 Q4	$405K	Buy	28,177 +106	+0.4%	+$1.54K	﹤0.01%	4913
2025 Q3	$411K	Buy	28,071 +2,201	+9%	+$32.5K	﹤0.01%	4792
2025 Q2	$364K	Buy	25,870 +50	+0.2%	+$742	﹤0.01%	4631
2025 Q1	$414K	Buy	25,820 +7,050	+38%	+$107K	﹤0.01%	4337
2024 Q4	$279K	Buy	18,770 +131	+0.7%	+$2.13K	﹤0.01%	4589
2024 Q3	$313K	Buy	+18,639	New	+$286K	﹤0.01%	4392

Other funds holding MDV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's MDV Position: Q1 2026 in Review

LPL Financial increased its Modiv Industrial (MDV) stake by 2.2% in Q1 2026, buying an estimated $9.1K and bringing the position to 28,790 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #4937.

LPL Financial first reported a position in MDV in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q1 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

LPL Financial held 28,790 shares of Modiv Industrial worth $412K as of Q1 2026.
LPL Financial bought 613 Modiv Industrial shares in Q1 2026, an estimated $9.1K.
Modiv Industrial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4937 holding.
LPL Financial first reported a position in Modiv Industrial in Q3 2024 and has held it in 7 quarters since.
LPL Financial's Modiv Industrial position peaked at $414K in Q1 2025.
86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

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