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NewEdge Wealth’s LPL Financial LPLA Stock Holding History

NewEdge Wealth’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 		$3.23M Sell
11,476
-1,438
-11% -$432K 0.03% 337
2026
Q1 		$3.89M Sell
12,914
-7,056
-35% -$2.37M 0.05% 273
2025
Q4 		$7.13M Sell
19,970
-1,424
-7% -$504K 0.08% 174
2025
Q3 		$8.01M Sell
21,394
-15,079
-41% -$5.47M 0.11% 147
2025
Q2 		$13.5M Sell
36,473
-3,676
-9% -$1.29M 0.21% 99
2025
Q1 		$13.1M Sell
40,149
-28,642
-42% -$9.97M 0.24% 91
2024
Q4 		$22.5M Sell
68,791
-878
-1% -$260K 0.39% 69
2024
Q3 		$16.2M Buy
69,669
+50,294
+260% +$11.3M 0.29% 89
2024
Q2 		$5.41M Sell
19,375
-37,716
-66% -$10.2M 0.12% 154
2024
Q1 		$15.4M Buy
57,091
+1,264
+2% +$319K 0.35% 79
2023
Q4 		$12.7M Buy
55,827
+38,839
+229% +$8.73M 0.32% 81
2023
Q3 		$4.04M Buy
16,988
+1,318
+8% +$306K 0.13% 148
2023
Q2 		$3.41M Buy
15,670
+482
+3% +$96.5K 0.11% 168
2023
Q1 		$3.07M Buy
15,188
+271
+2% +$62K 0.12% 165
2022
Q4 		$3.22M Sell
14,917
-2,691
-15% -$629K 0.14% 139
2022
Q3 		$3.85M Buy
17,608
+1,099
+7% +$234K 0.18% 123
2022
Q2 		$3.05M Buy
16,509
+6,509
+65% +$1.24M 0.14% 138
2022
Q1 		$1.83M Buy
10,000
+1,295
+15% +$226K 0.08% 163
2021
Q4 		$1.39M Buy
8,705
+314
+4% +$51.8K 0.06% 203
2021
Q3 		$1.31M Buy
8,391
+846
+11% +$122K 0.08% 159
2021
Q2 		$1.02M Buy
7,545
+1,379
+22% +$201K 0.08% 173
2021
Q1 		$877K Buy
+6,166
New +$787K 0.09% 172

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

NewEdge Wealth's LPLA Position: Q2 2026 in Review

NewEdge Wealth reduced its LPL Financial (LPLA) stake by 11% in Q2 2026, selling an estimated $432K and leaving 11,476 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #337.

NewEdge Wealth first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.5M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • NewEdge Wealth held 11,476 shares of LPL Financial worth $3.23M as of Q2 2026.
  • NewEdge Wealth sold 1,438 LPL Financial shares in Q2 2026, an estimated $432K.
  • LPL Financial made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #337 holding.
  • NewEdge Wealth first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's LPL Financial position peaked at $22.5M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.