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Shelton Wealth Management’s LPL Financial LPLA Stock Holding History

Shelton 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
2026
Q2 		$968K Sell
3,436
-236
-6% -$70.8K 0.38% 84
2026
Q1 		$1.1M Sell
3,672
-52
-1% -$17.4K 0.48% 70
2025
Q4 		$1.33M Buy
3,724
+296
+9% +$105K 0.57% 56
2025
Q3 		$1.14M Buy
3,428
+299
+10% +$108K 0.52% 65
2025
Q2 		$1.17M Buy
3,129
+90
+3% +$31.5K 0.57% 65
2025
Q1 		$994K Sell
3,039
-283
-9% -$98.5K 0.54% 62
2024
Q4 		$1.08M Buy
+3,322
New +$982K 0.56% 60

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Shelton Wealth Management's LPLA Position: Q2 2026 in Review

Shelton Wealth Management reduced its LPL Financial (LPLA) stake by 6.4% in Q2 2026, selling an estimated $70.8K and leaving 3,436 shares worth $968K. The position accounts for 0.38% of the portfolio, ranked #84.

Shelton Wealth Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 84 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Shelton Wealth Management held 3,436 shares of LPL Financial worth $968K as of Q2 2026.
  • Shelton Wealth Management sold 236 LPL Financial shares in Q2 2026, an estimated $70.8K.
  • LPL Financial made up 0.38% of Shelton Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Shelton Wealth Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Shelton Wealth Management's LPL Financial position peaked at $1.33M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.