LPL Financial
QUAD icon

LPL Financial’s Quad QUAD Stock Holding History

LPL Financial’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,500
Closed -$94.1K – 5481
2024
Q4 		$94.1K Hold
13,500
– – ﹤0.01% 5005
2024
Q3 		$61.3K Hold
13,500
– – ﹤0.01% 4973
2024
Q2 		$73.6K Hold
13,500
– – ﹤0.01% 4790
2024
Q1 		$71.7K Buy
+13,500
New +$73K ﹤0.01% 4726
2013
Q4 		– Sell
-19,883
Closed -$620K – 2685
2013
Q3 		$620K Buy
+19,883
New +$587K ﹤0.01% 1481

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's QUAD Position: Q1 2025 in Review

LPL Financial sold out of Quad (QUAD) in Q1 2025, closing a stake of 13,500 shares — an estimated $94.1K sold.

LPL Financial first reported a position in QUAD in Q3 2013 and held it in 5 quarters. The position peaked at $620K in Q3 2013. 133 funds tracked by Wall St. Rank hold QUAD as of Q1 2025.

  • LPL Financial reported no remaining Quad position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 13,500 Quad shares in Q1 2025, an estimated $94.1K.
  • LPL Financial first reported a position in Quad in Q3 2013 and held it in 5 quarters.
  • LPL Financial's Quad position peaked at $620K in Q3 2013.
  • 133 funds tracked by Wall St. Rank held Quad as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.