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NewEdge Advisors’s LPL Financial LPLA Stock Holding History

NewEdge Advisors’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
Q1 		$1.05M Sell
3,506
-256
-7% -$85.9K ﹤0.01% 1477
2025
Q4 		$1.34M Buy
3,762
+180
+5% +$63.7K ﹤0.01% 1306
2025
Q3 		$1.19M Buy
3,582
+176
+5% +$63.8K 0.01% 1298
2025
Q2 		$1.28M Sell
3,406
-119
-3% -$41.7K 0.01% 1154
2025
Q1 		$1.15M Buy
3,525
+1,055
+43% +$367K 0.01% 1107
2024
Q4 		$807K Sell
2,470
-1,707
-41% -$505K ﹤0.01% 1277
2024
Q3 		$972K Buy
4,177
+632
+18% +$142K 0.01% 1123
2024
Q2 		$990K Sell
3,545
-663
-16% -$180K 0.01% 1075
2024
Q1 		$1.11M Sell
4,208
-103
-2% -$26K 0.01% 954
2023
Q4 		$1M Buy
4,311
+505
+13% +$114K 0.01% 929
2023
Q3 		$904K Buy
3,806
+1,947
+105% +$452K 0.01% 904
2023
Q2 		$404K Sell
1,859
-1,758
-49% -$352K ﹤0.01% 1294
2023
Q1 		$732K Buy
3,617
+1,447
+67% +$331K 0.01% 932
2022
Q4 		$215K Sell
2,170
-1,251
-37% -$292K 0.01% 1162
2022
Q3 		$747K Buy
3,421
+2,071
+153% +$440K 0.01% 775
2022
Q2 		$249K Buy
+1,350
New +$256K ﹤0.01% 1295
2022
Q1 		– Sell
-1,698
Closed -$272K – 1417
2021
Q4 		$272K Buy
+1,698
New +$280K ﹤0.01% 1369
2017
Q3 		– Sell
-457
Closed -$19.5K – 789
2017
Q2 		$19.5K Buy
+457
New +$18.5K ﹤0.01% 748

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return