Orion Portfolio Solutions’s LPL Financial LPLA Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.83M	Buy	8,665 +4,224	+95%	+$1.47M	0.03%	554
2024 Q4	$1.45M	Buy	4,441 +757	+21%	+$224K	0.01%	856
2024 Q3	$857K	Sell	3,684 -1,078	-23%	-$243K	0.01%	1126
2024 Q2	$1.33M	Buy	4,762 +86	+2%	+$23.3K	0.01%	843
2024 Q1	$1.24M	Sell	4,676 -243	-5%	-$61.3K	0.01%	887
2023 Q4	$1.17M	Buy	4,919 +701	+17%	+$158K	0.01%	882
2023 Q3	$1M	Sell	4,218 -540	-11%	-$125K	0.01%	931
2023 Q2	$1.03M	Buy	+4,758	New	+$953K	0.01%	942
2020 Q2	–	Sell	-4	Closed	–	–	2339
2020 Q1	$0	Buy	+4	New	+$322	﹤0.01%	2118

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's LPLA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its LPL Financial (LPLA) stake by 95% in Q1 2025, buying an estimated $1.47M and bringing the position to 8,665 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #554.

Orion Portfolio Solutions first reported a position in LPLA in Q1 2020 and has held it in 9 quarters since. 787 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

Orion Portfolio Solutions held 8,665 shares of LPL Financial worth $2.83M as of Q1 2025.
Orion Portfolio Solutions bought 4,224 LPL Financial shares in Q1 2025, an estimated $1.47M.
LPL Financial made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #554 holding.
Orion Portfolio Solutions first reported a position in LPL Financial in Q1 2020 and has held it in 9 quarters since.
787 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.