Net Worth Advisory Group’s LPL Financial LPLA Stock Holding History

Net Worth Advisory Group’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	–	Sell	-695	Closed	-$209K	–	443
2026 Q1	$209K	Sell	695 -108	-13%	-$36.2K	0.04%	404
2025 Q4	$287K	Sell	803 -2	-0.2%	-$707	0.06%	335
2025 Q3	$268K	Sell	805 -28	-3%	-$10.1K	0.08%	325
2025 Q2	$312K	Sell	833 -520	-38%	-$182K	0.07%	293
2025 Q1	$442K	Buy	1,353 +320	+31%	+$111K	0.14%	175
2024 Q4	$337K	Buy	1,033 +4	+0.4%	+$1.18K	0.1%	223
2024 Q3	$240K	Buy	+1,029	New	+$232K	0.07%	330

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Net Worth Advisory Group's LPLA Position: Q2 2026 in Review

Net Worth Advisory Group sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 695 shares — an estimated $209K sold.

Net Worth Advisory Group first reported a position in LPLA in Q3 2024 and held it in 7 quarters. The position peaked at $442K in Q1 2025. 108 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Net Worth Advisory Group reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 695 LPL Financial shares in Q2 2026, an estimated $209K.
Net Worth Advisory Group first reported a position in LPL Financial in Q3 2024 and held it in 7 quarters.
Net Worth Advisory Group's LPL Financial position peaked at $442K in Q1 2025.
108 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.