LPL Financial
SRTA icon

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
Q3 		$120K Sell
23,424
-3,405
-13% -$18.6K ﹤0.01% 5984
2026
Q2 		$141K Sell
26,829
-20,700
-44% -$109K ﹤0.01% 5848
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

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creek Drive Management Group
Creek Drive Management Group San Francisco, California $368M AUM 23.05% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial's SRTA Position: Q3 2026 in Review

LPL Financial reduced its Strata Critical Medical Inc (SRTA) stake by 13% in Q3 2026, selling an estimated $18.6K and leaving 23,424 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #5984.

LPL Financial first reported a position in SRTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q2 2021. 75 funds tracked by Wall St. Rank hold SRTA as of Q3 2026.

  • LPL Financial held 23,424 shares of Strata Critical Medical Inc worth $120K as of Q3 2026.
  • LPL Financial sold 3,405 Strata Critical Medical Inc shares in Q3 2026, an estimated $18.6K.
  • Strata Critical Medical Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5984 holding.
  • LPL Financial first reported a position in Strata Critical Medical Inc in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Strata Critical Medical Inc position peaked at $1.6M in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q3 2026.

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