PAW
LPL icon

Plan A Wealth’s LG Display LPL Stock Holding History

Plan A Wealth’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 		$63.6K Buy
16,337
+1,525
+10% +$7K 0.03% 192
2026
Q1 		$57.5K Buy
14,812
+4,175
+39% +$17.6K 0.03% 176
2025
Q4 		$44.8K Sell
10,637
-2,365
-18% -$11K 0.02% 171
2025
Q3 		$67.9K Buy
13,002
+2,296
+21% +$9.54K 0.03% 167
2025
Q2 		$36.6K Buy
+10,706
New +$33.1K 0.02% 153

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Plan A Wealth's LPL Position: Q2 2026 in Review

Plan A Wealth increased its LG Display (LPL) stake by 10% in Q2 2026, buying an estimated $7K and bringing the position to 16,337 shares worth $63.6K. The position accounts for 0.03% of the portfolio, ranked #192.

Plan A Wealth first reported a position in LPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.9K in Q3 2025. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Plan A Wealth held 16,337 shares of LG Display worth $63.6K as of Q2 2026.
  • Plan A Wealth bought 1,525 LG Display shares in Q2 2026, an estimated $7K.
  • LG Display made up 0.03% of Plan A Wealth's portfolio in Q2 2026, its #192 holding.
  • Plan A Wealth first reported a position in LG Display in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's LG Display position peaked at $67.9K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.