O'Brien Wealth Partners’s LPL Financial LPLA Stock Holding History

O'Brien Wealth Partners’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	$202K	Buy	+566	New	+$200K	0.03%	84
2025 Q3	–	Sell	-566	Closed	-$212K	–	101
2025 Q2	$212K	Buy	+566	New	+$198K	0.03%	50
2018 Q4	–	Sell	-400	Closed	-$26K	–	145
2018 Q3	$26K	Hold	400	–	–	0.02%	91
2018 Q2	$26K	Hold	400	–	–	0.02%	48
2018 Q1	$24K	Buy	+400	New	+$24.8K	0.02%	81

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

O'Brien Wealth Partners's LPLA Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in LPL Financial (LPLA) in Q4 2025: 566 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings. This is a return to the name: O'Brien Wealth Partners previously reported a position in LPLA as recently as Q2 2025.

O'Brien Wealth Partners first reported a position in LPLA in Q1 2018 and has held it in 5 quarters since. The position peaked at $212K in Q2 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

O'Brien Wealth Partners held 566 shares of LPL Financial worth $202K as of Q4 2025.
LPL Financial was a new O'Brien Wealth Partners position in Q4 2025.
LPL Financial made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #84 holding.
O'Brien Wealth Partners first reported a position in LPL Financial in Q1 2018 and has held it in 5 quarters since.
O'Brien Wealth Partners's LPL Financial position peaked at $212K in Q2 2025.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.