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Sterling Group Wealth Management’s LPL Financial LPLA Stock Holding History

Sterling Group 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 		$1.64M Sell
5,827
-42
-0.7% -$12.6K 0.67% 17
2026
Q1 		$1.77M Buy
5,869
+42
+0.7% +$14.1K 0.84% 15
2025
Q4 		$2.08M Sell
5,827
-140
-2% -$49.5K 1.01% 14
2025
Q3 		$1.99M Hold
5,967
– – 0.98% 15
2025
Q2 		$2.24M Sell
5,967
-568
-9% -$199K 1.24% 13
2025
Q1 		$2.14M Sell
6,535
-30
-0.5% -$10.4K 1.15% 13
2024
Q4 		$2.14M Sell
6,565
-64
-1% -$18.9K 1.11% 14
2024
Q3 		$1.54M Hold
6,629
– – 0.82% 14
2024
Q2 		$1.85M Buy
+6,629
New +$1.8M 1.06% 14
2024
Q1 		– Sell
-6,734
Closed -$1.53M – 26
2023
Q4 		$1.53M Sell
6,734
-118
-2% -$26.5K 1.19% 13
2023
Q3 		$1.63M Sell
6,852
-140
-2% -$32.5K 1.54% 10
2023
Q2 		$1.52M Buy
6,992
+5
+0.1% +$1K 1.32% 12
2023
Q1 		$1.41M Buy
6,987
+79
+1% +$18.1K 1.33% 11
2022
Q4 		$1.49M Buy
+6,908
New +$1.61M 1.47% 11

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
JT
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
SC
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 $3.37T AUM 44.26% 1-Year Est. Return

Sterling Group Wealth Management's LPLA Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its LPL Financial (LPLA) stake by 0.72% in Q2 2026, selling an estimated $12.6K and leaving 5,827 shares worth $1.64M. The position accounts for 0.67% of the portfolio, ranked #17.

Sterling Group Wealth Management first reported a position in LPLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sterling Group Wealth Management held 5,827 shares of LPL Financial worth $1.64M as of Q2 2026.
  • Sterling Group Wealth Management sold 42 LPL Financial shares in Q2 2026, an estimated $12.6K.
  • LPL Financial made up 0.67% of Sterling Group Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Sterling Group Wealth Management first reported a position in LPL Financial in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's LPL Financial position peaked at $2.24M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.