LPL Financial
MDV

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
Q2 		$416K Sell
23,921
-4,869
-17% -$83.6K ﹤0.01% 5187
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's MDV Position: Q2 2026 in Review

LPL Financial reduced its Modiv Industrial (MDV) stake by 17% in Q2 2026, selling an estimated $83.6K and leaving 23,921 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #5187.

LPL Financial first reported a position in MDV in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • LPL Financial held 23,921 shares of Modiv Industrial worth $416K as of Q2 2026.
  • LPL Financial sold 4,869 Modiv Industrial shares in Q2 2026, an estimated $83.6K.
  • Modiv Industrial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5187 holding.
  • LPL Financial first reported a position in Modiv Industrial in Q3 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

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