LPL Financial
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LPL Financial’s United Parks & Resorts PRKS Stock Holding History

LPL Financial’s Portfolio PRKS Stock Details PRKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$307K Sell
9,485
-1,079
-10% -$45.6K ﹤0.01% 5510
2026
Q2 		$504K Sell
10,564
-1,235
-10% -$47.9K ﹤0.01% 5014
2026
Q1 		$385K Sell
11,799
-8,235
-41% -$288K ﹤0.01% 4997
2025
Q4 		$727K Buy
20,034
+4,548
+29% +$189K ﹤0.01% 4381
2025
Q3 		$801K Buy
15,486
+9,929
+179% +$501K ﹤0.01% 4219
2025
Q2 		$262K Buy
5,557
+124
+2% +$5.54K ﹤0.01% 4873
2025
Q1 		$247K Buy
5,433
+117
+2% +$6.04K ﹤0.01% 4710
2024
Q4 		$299K Buy
5,316
+350
+7% +$19.2K ﹤0.01% 4528
2024
Q3 		$251K Sell
4,966
-244
-5% -$12.6K ﹤0.01% 4572
2024
Q2 		$283K Buy
+5,210
New +$272K ﹤0.01% 4319
2019
Q4 		– Sell
-7,825
Closed -$206K – 3431
2019
Q3 		$206K Sell
7,825
-2,543
-25% -$77.4K ﹤0.01% 2977
2019
Q2 		$321K Buy
10,368
+1,393
+16% +$38.2K ﹤0.01% 2640
2019
Q1 		$231K Sell
8,975
-1,005
-10% -$25.6K ﹤0.01% 2839
2018
Q4 		$220K Sell
9,980
-721
-7% -$19.3K ﹤0.01% 2738
2018
Q3 		$336K Sell
10,701
-2,608
-20% -$68K ﹤0.01% 2582
2018
Q2 		$290K Sell
13,309
-2,221
-14% -$39.4K ﹤0.01% 2677
2018
Q1 		$230K Buy
15,530
+2,172
+16% +$31.9K ﹤0.01% 2846
2017
Q4 		$181K Sell
13,358
-3,302
-20% -$41.1K ﹤0.01% 2840
2017
Q3 		$216K Sell
16,660
-815
-5% -$11.2K ﹤0.01% 2613
2017
Q2 		$284K Sell
17,475
-10,833
-38% -$186K ﹤0.01% 2336
2017
Q1 		$518K Buy
28,308
+3,682
+15% +$68.5K ﹤0.01% 1775
2016
Q4 		$480K Buy
24,626
+418
+2% +$6.85K ﹤0.01% 1780
2016
Q3 		$344K Buy
24,208
+2,126
+10% +$29.1K ﹤0.01% 2017
2016
Q2 		$312K Buy
22,082
+5,382
+32% +$97.4K ﹤0.01% 2041
2016
Q1 		$345K Buy
+16,700
New +$312K ﹤0.01% 2410

Other funds holding PRKS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

LPL Financial's PRKS Position: Q3 2026 in Review

LPL Financial reduced its United Parks & Resorts (PRKS) stake by 10% in Q3 2026, selling an estimated $45.6K and leaving 9,485 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #5510.

LPL Financial first reported a position in PRKS in Q1 2016 and has held it in 25 quarters since. The position peaked at $801K in Q3 2025. 111 funds tracked by Wall St. Rank hold PRKS as of Q3 2026.

  • LPL Financial held 9,485 shares of United Parks & Resorts worth $307K as of Q3 2026.
  • LPL Financial sold 1,079 United Parks & Resorts shares in Q3 2026, an estimated $45.6K.
  • United Parks & Resorts made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5510 holding.
  • LPL Financial first reported a position in United Parks & Resorts in Q1 2016 and has held it in 25 quarters since.
  • LPL Financial's United Parks & Resorts position peaked at $801K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held United Parks & Resorts as of Q3 2026.

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