One Wealth Advisors’s LPL Financial LPLA Stock Holding History

One Wealth 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 Q2	$337K	Buy	1,197 +12	+1%	+$3.6K	0.04%	243
2026 Q1	$356K	Buy	1,185 +249	+27%	+$83.5K	0.04%	223
2025 Q4	$334K	Hold	936	–	–	0.04%	219
2025 Q3	$311K	Sell	936 -3	-0.3%	-$1.09K	0.04%	229
2025 Q2	$352K	Buy	939 +24	+3%	+$8.41K	0.05%	202
2025 Q1	$299K	Sell	915 -100	-10%	-$34.8K	0.04%	213
2024 Q4	$331K	Buy	+1,015	New	+$300K	0.05%	175
2022 Q2	–	Sell	-1,660	Closed	-$303K	–	204
2022 Q1	$303K	Buy	1,660 +6	+0.4%	+$1.04K	0.07%	147
2021 Q4	$265K	Buy	1,654 +105	+7%	+$17.3K	0.07%	155
2021 Q3	$243K	Buy	+1,549	New	+$222K	0.07%	175

Other funds holding LPLA

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

One Wealth Advisors's LPLA Position: Q2 2026 in Review

One Wealth Advisors increased its LPL Financial (LPLA) stake by 1% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,197 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #243.

One Wealth Advisors first reported a position in LPLA in Q3 2021 and has held it in 10 quarters since. The position peaked at $356K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

One Wealth Advisors held 1,197 shares of LPL Financial worth $337K as of Q2 2026.
One Wealth Advisors bought 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
LPL Financial made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #243 holding.
One Wealth Advisors first reported a position in LPL Financial in Q3 2021 and has held it in 10 quarters since.
One Wealth Advisors's LPL Financial position peaked at $356K in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.