LPL Financial
STEM icon

LPL Financial’s Stem STEM Stock Holding History

LPL Financial’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,360
Closed -$9.53K – 5675
2025
Q1 		$9.53K Buy
1,360
+267
+24% +$3.09K ﹤0.01% 5319
2024
Q4 		$13.2K Buy
+1,093
New +$9.41K ﹤0.01% 5236
2024
Q3 		– Sell
-688
Closed -$15.3K – 5277
2024
Q2 		$15.3K Sell
688
-638
-48% -$18.7K ﹤0.01% 4949
2024
Q1 		$58.1K Sell
1,326
-246
-16% -$13.7K ﹤0.01% 4752
2023
Q4 		$122K Sell
1,572
-436
-22% -$30.1K ﹤0.01% 4516
2023
Q3 		$170K Sell
2,008
-2,675
-57% -$306K ﹤0.01% 4290
2023
Q2 		$536K Buy
4,683
+862
+23% +$85.6K ﹤0.01% 3384
2023
Q1 		$433K Buy
3,821
+354
+10% +$60K ﹤0.01% 3446
2022
Q4 		$620K Sell
3,467
-47
-1% -$11.3K ﹤0.01% 3059
2022
Q3 		$938K Sell
3,514
-1,247
-26% -$319K ﹤0.01% 2592
2022
Q2 		$682K Buy
+4,761
New +$792K ﹤0.01% 2916
2022
Q1 		– Sell
-4,288
Closed -$1.63M – 4377
2021
Q4 		$1.63M Buy
4,288
+651
+18% +$282K ﹤0.01% 2245
2021
Q3 		$1.74M Buy
3,637
+1,268
+54% +$667K ﹤0.01% 2157
2021
Q2 		$1.71M Buy
+2,369
New +$1.29M ﹤0.01% 2106

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's STEM Position: Q2 2025 in Review

LPL Financial sold out of Stem (STEM) in Q2 2025, closing a stake of 1,360 shares — an estimated $9.53K sold.

LPL Financial first reported a position in STEM in Q2 2021 and held it in 14 quarters. The position peaked at $1.74M in Q3 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • LPL Financial reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 1,360 Stem shares in Q2 2025, an estimated $9.53K.
  • LPL Financial first reported a position in Stem in Q2 2021 and held it in 14 quarters.
  • LPL Financial's Stem position peaked at $1.74M in Q3 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.