Manchester Capital Management’s LPL Financial LPLA Stock Holding History

Manchester Capital Management’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
2026 Q2	$1.41K	Sell	5 -2	-29%	-$600	﹤0.01%	1108
2026 Q1	$2.11K	Sell	7 -7	-50%	-$2.35K	﹤0.01%	1016
2025 Q4	$5K	Buy	14 +4	+40%	+$1.42K	﹤0.01%	890
2025 Q3	$3.33K	Buy	10 +9	+900%	+$3.26K	﹤0.01%	1011
2025 Q2	$375	Sell	1 -1	-50%	-$350	﹤0.01%	1123
2025 Q1	$655	Buy	2 +1	+100%	+$348	﹤0.01%	1071
2024 Q4	$327	Hold	1	–	–	﹤0.01%	1104
2024 Q3	$233	Hold	1	–	–	﹤0.01%	1135
2024 Q2	$280	Hold	1	–	–	﹤0.01%	1100
2024 Q1	$265	Hold	1	–	–	﹤0.01%	981
2023 Q4	$228	Hold	1	–	–	﹤0.01%	972
2023 Q3	$238	Hold	1	–	–	﹤0.01%	950
2023 Q2	$218	Buy	+1	New	+$200	﹤0.01%	924
2022 Q3	–	Sell	-94	Closed	-$17K	–	952
2022 Q2	$17K	Hold	94	–	–	﹤0.01%	432
2022 Q1	$17K	Sell	94 -91	-49%	-$15.8K	﹤0.01%	484
2021 Q4	$30K	Hold	185	–	–	﹤0.01%	438
2021 Q3	$29K	Buy	185 +124	+203%	+$17.8K	﹤0.01%	476
2021 Q2	$8K	Buy	+61	New	+$8.87K	﹤0.01%	518
2021 Q1	–	Sell	-3	Closed	–	–	723
2020 Q4	$0	Buy	+3	New	+$270	﹤0.01%	770
2018 Q2	–	Sell	-13	Closed	-$1K	–	563
2018 Q1	$1K	Buy	+13	New	+$806	﹤0.01%	557

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Manchester Capital Management's LPLA Position: Q2 2026 in Review

Manchester Capital Management reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $600 and leaving 5 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Manchester Capital Management first reported a position in LPLA in Q1 2018 and has held it in 20 quarters since. The position peaked at $30K in Q4 2021. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Manchester Capital Management held 5 shares of LPL Financial worth $1.41K as of Q2 2026.
Manchester Capital Management sold 2 LPL Financial shares in Q2 2026, an estimated $600.
LPL Financial made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1108 holding.
Manchester Capital Management first reported a position in LPL Financial in Q1 2018 and has held it in 20 quarters since.
Manchester Capital Management's LPL Financial position peaked at $30K in Q4 2021.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.