SWP
LPLA icon

Stratos Wealth Partners’s LPL Financial LPLA Stock Holding History

Stratos Wealth Partners’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 		$588K Buy
2,089
+4
+0.2% +$1.2K 0.01% 1072
2026
Q1 		$627K Buy
2,085
+15
+0.7% +$5.03K 0.01% 975
2025
Q4 		$740K Sell
2,070
-26
-1% -$9.2K 0.01% 883
2025
Q3 		$697K Sell
2,096
-24
-1% -$8.7K 0.01% 892
2025
Q2 		$795K Buy
2,120
+37
+2% +$13K 0.01% 772
2025
Q1 		$682K Sell
2,083
-164
-7% -$57.1K 0.01% 785
2024
Q4 		$734K Sell
2,247
-395
-15% -$117K 0.01% 798
2024
Q3 		$615K Sell
2,642
-176
-6% -$39.7K 0.01% 864
2024
Q2 		$787K Buy
2,818
+42
+2% +$11.4K 0.01% 734
2024
Q1 		$734K Buy
2,776
+77
+3% +$19.4K 0.01% 760
2023
Q4 		$615K Sell
2,699
-35
-1% -$7.87K 0.01% 795
2023
Q3 		$650K Sell
2,734
-69
-2% -$16K 0.01% 719
2023
Q2 		$610K Buy
2,803
+179
+7% +$35.8K 0.01% 697
2023
Q1 		$531K Sell
2,624
-116
-4% -$26.5K 0.01% 679
2022
Q4 		$592K Hold
2,740
– – 0.02% 667
2022
Q3 		$599K Sell
2,740
-4
-0.1% -$851 0.02% 625
2022
Q2 		$506K Buy
2,744
+138
+5% +$26.2K 0.01% 727
2022
Q1 		$476K Buy
2,606
+393
+18% +$68.4K 0.01% 828
2021
Q4 		$354K Sell
2,213
-65
-3% -$10.7K 0.01% 941
2021
Q3 		$357K Sell
2,278
-326
-13% -$46.8K 0.01% 890
2021
Q2 		$352K Sell
2,604
-106
-4% -$15.4K 0.01% 907
2021
Q1 		$385K Sell
2,710
-194
-7% -$24.8K 0.01% 797
2020
Q4 		$303K Buy
+2,904
New +$261K 0.01% 847
2018
Q4 		– Sell
-1,464
Closed -$94K – 1772
2018
Q3 		$94K Buy
+1,464
New +$97.1K ﹤0.01% 1153
2018
Q2 		– Sell
-1,331
Closed -$81K – 1890
2018
Q1 		$81K Buy
1,331
+850
+177% +$52.7K ﹤0.01% 1315
2017
Q4 		$27K Buy
+481
New +$25.3K ﹤0.01% 1802

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

Stratos Wealth Partners's LPLA Position: Q2 2026 in Review

Stratos Wealth Partners increased its LPL Financial (LPLA) stake by 0.19% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,089 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #1072.

Stratos Wealth Partners first reported a position in LPLA in Q4 2017 and has held it in 26 quarters since. The position peaked at $795K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Stratos Wealth Partners held 2,089 shares of LPL Financial worth $588K as of Q2 2026.
  • Stratos Wealth Partners bought 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
  • LPL Financial made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1072 holding.
  • Stratos Wealth Partners first reported a position in LPL Financial in Q4 2017 and has held it in 26 quarters since.
  • Stratos Wealth Partners's LPL Financial position peaked at $795K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.