LPL Financial’s Owlet OWLT Stock Holding History

LPL Financial’s Portfolio OWLT Stock Details OWLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,688	Closed	-$90.9K	–	6318
2026 Q1	$90.9K	Sell	17,688 -12,935	-42%	-$137K	﹤0.01%	5692
2025 Q4	$496K	Buy	30,623 +19,906	+186%	+$226K	﹤0.01%	4722
2025 Q3	$90.8K	Buy	+10,717	New	+$84.7K	﹤0.01%	5537

Other funds holding OWLT

Eclipse Ventures Palo Alto, California $2.57B AUM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.45% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

LPL Financial's OWLT Position: Q2 2026 in Review

LPL Financial sold out of Owlet (OWLT) in Q2 2026, closing a stake of 17,688 shares — an estimated $90.9K sold.

LPL Financial first reported a position in OWLT in Q3 2025 and held it in 3 quarters. The position peaked at $496K in Q4 2025. 59 funds tracked by Wall St. Rank hold OWLT as of Q2 2026.

LPL Financial reported no remaining Owlet position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 17,688 Owlet shares in Q2 2026, an estimated $90.9K.
LPL Financial first reported a position in Owlet in Q3 2025 and held it in 3 quarters.
LPL Financial's Owlet position peaked at $496K in Q4 2025.
59 funds tracked by Wall St. Rank held Owlet as of Q2 2026.

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