Moran Wealth Management’s LPL Financial LPLA Stock Holding History

Moran Wealth 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
2025 Q4	–	Sell	-862	Closed	-$287K	–	518
2025 Q3	$287K	Sell	862 -1,786	-67%	-$647K	0.01%	459
2025 Q2	$993K	Buy	2,648 +37	+1%	+$13K	0.03%	327
2025 Q1	$854K	Sell	2,611 -111	-4%	-$38.7K	0.03%	315
2024 Q4	$889K	Sell	2,722 -85	-3%	-$25.1K	0.03%	307
2024 Q3	$653K	Buy	2,807 +1,092	+64%	+$246K	0.02%	352
2024 Q2	$479K	Buy	1,715 +547	+47%	+$148K	0.02%	345
2024 Q1	$309K	Buy	+1,168	New	+$295K	0.01%	378
2023 Q3	–	Sell	-8,987	Closed	-$1.95M	–	396
2023 Q2	$1.95M	Sell	8,987 -333	-4%	-$66.7K	0.07%	228
2023 Q1	$1.89M	Buy	9,320 +7,132	+326%	+$1.63M	0.07%	224
2022 Q4	$473K	Buy	+2,188	New	+$511K	0.02%	300

Other funds holding LPLA

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Moran Wealth Management's LPLA Position: Q4 2025 in Review

Moran Wealth Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 862 shares — an estimated $287K sold.

Moran Wealth Management first reported a position in LPLA in Q4 2022 and held it in 10 quarters. The position peaked at $1.95M in Q2 2023. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Moran Wealth Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Moran Wealth Management sold 862 LPL Financial shares in Q4 2025, an estimated $287K.
Moran Wealth Management first reported a position in LPL Financial in Q4 2022 and held it in 10 quarters.
Moran Wealth Management's LPL Financial position peaked at $1.95M in Q2 2023.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.