Ray Dalio
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Ray Dalio’s LPL Financial LPLA Stock Holding History

Ray Dalio’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 		$1.94M Buy
+6,900
New +$2.07M 0.01% 718
2026
Q1 		– Sell
-118,294
Closed -$42.3M – 1137
2025
Q4 		$42.3M Sell
118,294
-90,450
-43% -$32M 0.15% 103
2025
Q3 		$69.4M Buy
208,744
+16,089
+8% +$5.83M 0.27% 66
2025
Q2 		$72.2M Sell
192,655
-30,218
-14% -$10.6M 0.29% 72
2025
Q1 		$72.9M Buy
222,873
+157,989
+243% +$55M 0.34% 68
2024
Q4 		$21.2M Buy
64,884
+29,036
+81% +$8.59M 0.1% 160
2024
Q3 		$8.34M Buy
35,848
+24,998
+230% +$5.63M 0.05% 294
2024
Q2 		$3.03M Buy
10,850
+2,728
+34% +$740K 0.02% 452
2024
Q1 		$2.15M Sell
8,122
-34,677
-81% -$8.75M 0.01% 487
2023
Q4 		$9.7M Buy
42,799
+10,105
+31% +$2.27M 0.05% 247
2023
Q3 		$7.77M Buy
32,694
+26,734
+449% +$6.21M 0.05% 275
2023
Q2 		$1.3M Buy
+5,960
New +$1.19M 0.01% 539
2023
Q1 		– Sell
-20,053
Closed -$4.33M – 819
2022
Q4 		$4.33M Buy
20,053
+1,082
+6% +$253K 0.02% 392
2022
Q3 		$4.14M Buy
18,971
+12,547
+195% +$2.67M 0.02% 423
2022
Q2 		$1.18M Sell
6,424
-7,018
-52% -$1.33M 0.01% 772
2022
Q1 		$2.46M Sell
13,442
-1,846
-12% -$321K 0.01% 629
2021
Q4 		$2.45M Sell
15,288
-17,303
-53% -$2.86M 0.01% 433
2021
Q3 		$5.11M Buy
32,591
+7,123
+28% +$1.02M 0.03% 286
2021
Q2 		$3.44M Buy
25,468
+1,185
+5% +$172K 0.02% 403
2021
Q1 		$3.45M Buy
24,283
+10,146
+72% +$1.29M 0.03% 246
2020
Q4 		$1.47M Buy
+14,137
New +$1.27M 0.01% 340
2020
Q1 		– Sell
-16,812
Closed -$1.55M – 518
2019
Q4 		$1.55M Buy
+16,812
New +$1.44M 0.02% 251

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
Jupiter Topco
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
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

Ray Dalio's LPLA Position: Q2 2026 in Review

Ray Dalio opened a new position in LPL Financial (LPLA) in Q2 2026: 6,900 shares worth $1.94M. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Ray Dalio previously reported a position in LPLA as recently as Q4 2025.

Ray Dalio first reported a position in LPLA in Q4 2019 and has held it in 22 quarters since. The position peaked at $72.9M in Q1 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ray Dalio held 6,900 shares of LPL Financial worth $1.94M as of Q2 2026.
  • LPL Financial was a new Ray Dalio position in Q2 2026.
  • LPL Financial made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #718 holding.
  • Ray Dalio first reported a position in LPL Financial in Q4 2019 and has held it in 22 quarters since.
  • Ray Dalio's LPL Financial position peaked at $72.9M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.