LPL Financial
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LPL Financial’s UL Solutions ULS Stock Holding History

LPL Financial’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45M Buy
40,195
+538
+1% +$42.4K ﹤0.01% 2972
2025
Q4 		$3.13M Sell
39,657
-444
-1% -$35.6K ﹤0.01% 2974
2025
Q3 		$2.84M Buy
40,101
+34,392
+602% +$2.34M ﹤0.01% 2996
2025
Q2 		$416K Buy
+5,709
New +$374K ﹤0.01% 4525
2025
Q1 		– Sell
-16,990
Closed -$847K – 5545
2024
Q4 		$847K Sell
16,990
-3,080
-15% -$160K ﹤0.01% 3634
2024
Q3 		$989K Buy
20,070
+4,715
+31% +$230K ﹤0.01% 3421
2024
Q2 		$648K Buy
+15,355
New +$581K ﹤0.01% 3636

Other funds holding ULS

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return