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
2026
Q2 		$168K Buy
+19,933
New +$150K ﹤0.01% 5815
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 $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

LPL Financial's QUAD Position: Q2 2026 in Review

LPL Financial opened a new position in Quad (QUAD) in Q2 2026: 19,933 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #5815 among its holdings. This is a return to the name: LPL Financial previously reported a position in QUAD as recently as Q4 2024.

LPL Financial first reported a position in QUAD in Q3 2013 and has held it in 6 quarters since. The position peaked at $620K in Q3 2013. 146 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • LPL Financial held 19,933 shares of Quad worth $168K as of Q2 2026.
  • Quad was a new LPL Financial position in Q2 2026.
  • Quad made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5815 holding.
  • LPL Financial first reported a position in Quad in Q3 2013 and has held it in 6 quarters since.
  • LPL Financial's Quad position peaked at $620K in Q3 2013.
  • 146 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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