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Machina Capital’s LPL Financial LPLA Stock Holding History

Machina Capital’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,999
Closed -$1.12M – 387
2025
Q2 		$1.12M Buy
2,999
+1,055
+54% +$370K 0.23% 150
2025
Q1 		$636K Buy
+1,944
New +$677K 0.19% 172
2024
Q3 		– Sell
-3,104
Closed -$867K – 331
2024
Q2 		$867K Buy
+3,104
New +$843K 0.39% 99
2023
Q2 		– Sell
-500
Closed -$101K – 412
2023
Q1 		$101K Buy
+500
New +$114K 0.09% 268
2020
Q1 		– Sell
-2,325
Closed -$214K – 167
2019
Q4 		$214K Buy
+2,325
New +$200K 0.09% 315
2019
Q3 		– Sell
-407
Closed -$33K – 415
2019
Q2 		$33K Sell
407
-1,703
-81% -$135K 0.01% 432
2019
Q1 		$147K Buy
+2,110
New +$152K 0.06% 263

Other funds holding LPLA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return