Sheets Smith Wealth Management’s LPL Financial LPLA Stock Holding History

Sheets Smith Wealth Management’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 Q3	–	Sell	-1,820	Closed	-$682K	–	415
2025 Q2	$682K	Buy	+1,820	New	+$638K	0.08%	230
2019 Q3	–	Sell	-9,486	Closed	-$774K	–	308
2019 Q2	$774K	Sell	9,486 -129	-1%	-$10.2K	0.16%	148
2019 Q1	$670K	Buy	+9,615	New	+$693K	0.15%	163
2018 Q4	–	Sell	-7,572	Closed	-$488K	–	300
2018 Q3	$488K	Buy	7,572 +90	+1%	+$5.97K	0.1%	220
2018 Q2	$490K	Buy	7,482 +190	+3%	+$12.5K	0.11%	193
2018 Q1	$445K	Buy	+7,292	New	+$452K	0.11%	201

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sheets Smith Wealth Management's LPLA Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,820 shares — an estimated $682K sold.

Sheets Smith Wealth Management first reported a position in LPLA in Q1 2018 and held it in 6 quarters. The position peaked at $774K in Q2 2019. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Sheets Smith Wealth Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,820 LPL Financial shares in Q3 2025, an estimated $682K.
Sheets Smith Wealth Management first reported a position in LPL Financial in Q1 2018 and held it in 6 quarters.
Sheets Smith Wealth Management's LPL Financial position peaked at $774K in Q2 2019.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.