MIM
LPLA icon

Morningstar Investment Management’s LPL Financial LPLA Stock Holding History

Morningstar Investment 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 		$2.36M Hold
7,849
– – 0.15% 156
2026
Q1 		$2.36M Buy
7,849
+2,346
+43% +$787K 0.15% 154
2025
Q4 		$1.97M Sell
5,503
-1,080
-16% -$382K 0.12% 171
2025
Q3 		$2.19M Buy
+6,583
New +$2.39M 0.08% 230

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morningstar Investment Management's LPLA Position: Q2 2026 in Review

Morningstar Investment Management held its LPL Financial (LPLA) position steady in Q2 2026 at 7,849 shares worth $2.36M. The position accounts for 0.15% of the portfolio, ranked #156.

Morningstar Investment Management first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Morningstar Investment Management held 7,849 shares of LPL Financial worth $2.36M as of Q2 2026.
  • Morningstar Investment Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.15% of Morningstar Investment Management's portfolio in Q2 2026, its #156 holding.
  • Morningstar Investment Management first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.