LPL Financial’s TrueCar TRUE Stock Holding History

LPL Financial’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,073	Closed	-$36.9K	–	6064
2025 Q3	$36.9K	Hold	20,073	–	–	﹤0.01%	5670
2025 Q2	$38.1K	Buy	20,073 +73	+0.4%	+$111	﹤0.01%	5394
2025 Q1	$31.6K	Hold	20,000	–	–	﹤0.01%	5208
2024 Q4	$74.6K	Sell	20,000 -20,000	-50%	-$78.6K	﹤0.01%	5050
2024 Q3	$138K	Hold	40,000	–	–	﹤0.01%	4822
2024 Q2	$125K	Hold	40,000	–	–	﹤0.01%	4692
2024 Q1	$136K	Hold	40,000	–	–	﹤0.01%	4610
2023 Q4	$138K	Hold	40,000	–	–	﹤0.01%	4485
2023 Q3	$82.8K	Hold	40,000	–	–	﹤0.01%	4450
2023 Q2	$90.4K	Hold	40,000	–	–	﹤0.01%	4338
2023 Q1	$92K	Hold	40,000	–	–	﹤0.01%	4222
2022 Q4	$100K	Buy	+40,000	New	+$83.2K	﹤0.01%	4165
2014 Q4	–	Sell	-12,720	Closed	-$234K	–	2793
2014 Q3	$234K	Buy	+12,720	New	+$212K	﹤0.01%	2346

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's TRUE Position: Q4 2025 in Review

LPL Financial sold out of TrueCar (TRUE) in Q4 2025, closing a stake of 20,073 shares — an estimated $36.9K sold.

LPL Financial first reported a position in TRUE in Q3 2014 and held it in 13 quarters. The position peaked at $234K in Q3 2014. 129 funds tracked by Wall St. Rank hold TRUE as of Q4 2025.

LPL Financial reported no remaining TrueCar position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 20,073 TrueCar shares in Q4 2025, an estimated $36.9K.
LPL Financial first reported a position in TrueCar in Q3 2014 and held it in 13 quarters.
LPL Financial's TrueCar position peaked at $234K in Q3 2014.
129 funds tracked by Wall St. Rank held TrueCar as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.