LPL Financial
SRTA

LPL Financial’s Strata Critical Medical Inc SRTA Stock Holding History

LPL Financial’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$199K Sell
47,529
-26,020
-35% -$125K ﹤0.01% 5497
2025
Q4 		$354K Sell
73,549
-11,758
-14% -$56.9K ﹤0.01% 5021
2025
Q3 		$432K Buy
85,307
+4,907
+6% +$21.7K ﹤0.01% 4742
2025
Q2 		$324K Buy
80,400
+28,461
+55% +$92.6K ﹤0.01% 4718
2025
Q1 		$142K Buy
51,939
+25,222
+94% +$90.5K ﹤0.01% 4961
2024
Q4 		$114K Sell
26,717
-1,979
-7% -$7.53K ﹤0.01% 4965
2024
Q3 		$84.4K Sell
28,696
-1,087
-4% -$3.46K ﹤0.01% 4925
2024
Q2 		$104K Sell
29,783
-297
-1% -$991 ﹤0.01% 4735
2024
Q1 		$85.7K Sell
30,080
-7,849
-21% -$24.2K ﹤0.01% 4702
2023
Q4 		$134K Buy
37,929
+8,000
+27% +$23K ﹤0.01% 4495
2023
Q3 		$77.5K Hold
29,929
– – ﹤0.01% 4460
2023
Q2 		$118K Sell
29,929
-399
-1% -$1.27K ﹤0.01% 4294
2023
Q1 		$103K Hold
30,328
– – ﹤0.01% 4202
2022
Q4 		$109K Sell
30,328
-198
-0.6% -$846 ﹤0.01% 4148
2022
Q3 		$123K Sell
30,526
-292
-0.9% -$1.5K ﹤0.01% 4066
2022
Q2 		$137K Buy
+30,818
New +$222K ﹤0.01% 4051
2022
Q1 		– Sell
-27,601
Closed -$244K – 4204
2021
Q4 		$244K Sell
27,601
-3,075
-10% -$29.2K ﹤0.01% 3844
2021
Q3 		$319K Sell
30,676
-122,143
-80% -$1.07M ﹤0.01% 3606
2021
Q2 		$1.6M Buy
152,819
+33,150
+28% +$327K ﹤0.01% 2159
2021
Q1 		$1.23M Buy
119,669
+79,960
+201% +$1.11M ﹤0.01% 2218
2020
Q4 		$440K Buy
+39,709
New +$405K ﹤0.01% 2866

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $221M AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's SRTA Position: Q1 2026 in Review

LPL Financial reduced its Strata Critical Medical Inc (SRTA) stake by 35% in Q1 2026, selling an estimated $125K and leaving 47,529 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #5497.

LPL Financial first reported a position in SRTA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.6M in Q2 2021. 125 funds tracked by Wall St. Rank hold SRTA as of Q1 2026.

  • LPL Financial held 47,529 shares of Strata Critical Medical Inc worth $199K as of Q1 2026.
  • LPL Financial sold 26,020 Strata Critical Medical Inc shares in Q1 2026, an estimated $125K.
  • Strata Critical Medical Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5497 holding.
  • LPL Financial first reported a position in Strata Critical Medical Inc in Q4 2020 and has held it in 21 quarters since.
  • LPL Financial's Strata Critical Medical Inc position peaked at $1.6M in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.