Physician Wealth Advisors’s LG Display LPL Stock Holding History

Physician Wealth Advisors’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Buy	2,732 +1,166	+74%	+$5.36K	﹤0.01%	861
2026 Q1	$6.08K	Buy	1,566 +866	+124%	+$3.66K	﹤0.01%	946
2025 Q4	$2.95K	Hold	700	–	–	﹤0.01%	1138
2025 Q3	$3.65K	Hold	700	–	–	﹤0.01%	1015
2025 Q2	$2.39K	Buy	+700	New	+$2.16K	﹤0.01%	987

Other funds holding LPL

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's LPL Position: Q2 2026 in Review

Physician Wealth Advisors increased its LG Display (LPL) stake by 74% in Q2 2026, buying an estimated $5.36K and bringing the position to 2,732 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Physician Wealth Advisors first reported a position in LPL in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

Physician Wealth Advisors held 2,732 shares of LG Display worth $10.6K as of Q2 2026.
Physician Wealth Advisors bought 1,166 LG Display shares in Q2 2026, an estimated $5.36K.
LG Display made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #861 holding.
Physician Wealth Advisors first reported a position in LG Display in Q2 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.