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SHP Wealth Management’s LPL Financial LPLA Stock Holding History

SHP 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
Q1 		$1.69K Sell
6
-7
-54% -$2.35K ﹤0.01% 1329
2025
Q4 		$4.5K Buy
+13
New +$4.6K ﹤0.01% 1003

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHP Wealth Management's LPLA Position: Q1 2026 in Review

SHP Wealth Management reduced its LPL Financial (LPLA) stake by 54% in Q1 2026, selling an estimated $2.35K and leaving 6 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

SHP Wealth Management first reported a position in LPLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.5K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • SHP Wealth Management held 6 shares of LPL Financial worth $1.69K as of Q1 2026.
  • SHP Wealth Management sold 7 LPL Financial shares in Q1 2026, an estimated $2.35K.
  • LPL Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1329 holding.
  • SHP Wealth Management first reported a position in LPL Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's LPL Financial position peaked at $4.5K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.