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Osmosis Investment Management UK’s LPL Financial LPLA Stock Holding History

Osmosis Investment Management UK’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 		$539K Sell
1,915
-1,676
-47% -$503K 0.03% 342
2026
Q1 		$1.08M Buy
3,591
+1,796
+100% +$603K 0.03% 314
2025
Q4 		$641K Buy
+1,795
New +$635K 0.02% 320

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

Osmosis Investment Management UK's LPLA Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its LPL Financial (LPLA) stake by 47% in Q2 2026, selling an estimated $503K and leaving 1,915 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #342.

Osmosis Investment Management UK first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Osmosis Investment Management UK held 1,915 shares of LPL Financial worth $539K as of Q2 2026.
  • Osmosis Investment Management UK sold 1,676 LPL Financial shares in Q2 2026, an estimated $503K.
  • LPL Financial made up 0.03% of Osmosis Investment Management UK's portfolio in Q2 2026, its #342 holding.
  • Osmosis Investment Management UK first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's LPL Financial position peaked at $1.08M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.