UBS Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $197M | Buy |
653,883
+225,128
| +53% | +$75.5M | 0.03% | 624 |
|
|
2025
Q4 | $153M | Buy |
428,755
+92,627
| +28% | +$32.8M | 0.03% | 715 |
|
|
2025
Q3 | $112M | Buy |
336,128
+105,032
| +45% | +$38.1M | 0.02% | 948 |
|
|
2025
Q2 | $86.7M | Buy |
231,096
+20,741
| +10% | +$7.27M | 0.02% | 1072 |
|
|
2025
Q1 | $68.8M | Buy |
210,355
+24,185
| +13% | +$8.42M | 0.02% | 1187 |
|
|
2024
Q4 | $60.8M | Sell |
186,170
-86,485
| -32% | -$25.6M | 0.01% | 1289 |
|
|
2024
Q3 | $63.4M | Buy |
272,655
+151,584
| +125% | +$34.2M | 0.02% | 1005 |
|
|
2024
Q2 | $33.8M | Buy |
121,071
+46,396
| +62% | +$12.6M | 0.01% | 1299 |
|
|
2024
Q1 | $19.7M | Buy |
74,675
+22,050
| +42% | +$5.57M | 0.01% | 1697 |
|
|
2023
Q4 | $12M | Sell |
52,625
-65,270
| -55% | -$14.7M | ﹤0.01% | 1948 |
|
|
2023
Q3 | $28M | Buy |
117,895
+26,931
| +30% | +$6.25M | 0.01% | 1233 |
|
|
2023
Q2 | $19.8M | Buy |
90,964
+45,665
| +101% | +$9.14M | 0.01% | 1459 |
|
|
2023
Q1 | $9.17M | Sell |
45,299
-2,419
| -5% | -$553K | ﹤0.01% | 1955 |
|
|
2022
Q4 | $10.3M | Sell |
47,718
-25,128
| -34% | -$5.87M | 0.01% | 1907 |
|
|
2022
Q3 | $15.9M | Buy |
72,846
+55,613
| +323% | +$11.8M | 0.01% | 1431 |
|
|
2022
Q2 | $3.18M | Sell |
17,233
-51,409
| -75% | -$9.76M | ﹤0.01% | 2743 |
|
|
2022
Q1 | $12.5M | Buy |
68,642
+19,248
| +39% | +$3.35M | 0.01% | 1764 |
|
|
2021
Q4 | $7.91M | Buy |
49,394
+115
| +0.2% | +$19K | ﹤0.01% | 2363 |
|
|
2021
Q3 | $7.73M | Sell |
49,279
-8,163
| -14% | -$1.17M | ﹤0.01% | 2250 |
|
|
2021
Q2 | $7.75M | Buy |
57,442
+10,427
| +22% | +$1.52M | ﹤0.01% | 2254 |
|
|
2021
Q1 | $6.68M | Buy |
47,015
+5,568
| +13% | +$710K | ﹤0.01% | 2309 |
|
|
2020
Q4 | $4.32M | Buy |
41,447
+2,366
| +6% | +$213K | ﹤0.01% | 2606 |
|
|
2020
Q3 | $3M | Buy |
39,081
+18,498
| +90% | +$1.47M | ﹤0.01% | 2677 |
|
|
2020
Q2 | $1.61M | Buy |
20,583
+2,280
| +12% | +$152K | ﹤0.01% | 3078 |
|
|
2020
Q1 | $996K | Sell |
18,303
-17,574
| -49% | -$1.42M | ﹤0.01% | 3354 |
|
|
2019
Q4 | $3.31M | Buy |
35,877
+2,032
| +6% | +$174K | ﹤0.01% | 3027 |
|
|
2019
Q3 | $2.77M | Sell |
33,845
-13,432
| -28% | -$1.07M | ﹤0.01% | 2974 |
|
|
2019
Q2 | $3.86M | Buy |
47,277
+366
| +0.8% | +$29K | ﹤0.01% | 2547 |
|
|
2019
Q1 | $3.27M | Buy |
46,911
+20,787
| +80% | +$1.5M | ﹤0.01% | 2557 |
|
|
2018
Q4 | $1.59M | Buy |
26,124
+5,019
| +24% | +$306K | ﹤0.01% | 3261 |
|
|
2018
Q3 | $1.36M | Sell |
21,105
-9,694
| -31% | -$643K | ﹤0.01% | 3554 |
|
|
2018
Q2 | $2.02M | Sell |
30,799
-15,685
| -34% | -$1.03M | ﹤0.01% | 3160 |
|
|
2018
Q1 | $2.84M | Buy |
46,484
+5,092
| +12% | +$316K | ﹤0.01% | 2817 |
|
|
2017
Q4 | $2.37M | Buy |
41,392
+9,241
| +29% | +$486K | ﹤0.01% | 3047 |
|
|
2017
Q3 | $1.66M | Buy |
32,151
+4,354
| +16% | +$200K | ﹤0.01% | 3288 |
|
|
2017
Q2 | $1.18M | Buy |
27,797
+19,463
| +234% | +$790K | ﹤0.01% | 3472 |
|
|
2017
Q1 | $332K | Buy |
8,334
+5,701
| +217% | +$224K | ﹤0.01% | 4319 |
|
|
2016
Q4 | $93K | Buy |
2,633
+899
| +52% | +$31.4K | ﹤0.01% | 5345 |
|
|
2016
Q3 | $52K | Sell |
1,734
-50,757
| -97% | -$1.37M | ﹤0.01% | 5490 |
|
|
2016
Q2 | $1.18M | Sell |
52,491
-7,755
| -13% | -$195K | ﹤0.01% | 3231 |
|
|
2016
Q1 | $1.49M | Buy |
60,246
+48,773
| +425% | +$1.32M | ﹤0.01% | 2924 |
|
|
2015
Q4 | $489K | Buy |
11,473
+1,028
| +10% | +$43.8K | ﹤0.01% | 3965 |
|
|
2015
Q3 | $416K | Sell |
10,445
-71,782
| -87% | -$3.09M | ﹤0.01% | 4060 |
|
|
2015
Q2 | $3.82M | Buy |
82,227
+74,929
| +1,027% | +$3.24M | ﹤0.01% | 2343 |
|
|
2015
Q1 | $320K | Buy |
7,298
+6,861
| +1,570% | +$303K | ﹤0.01% | 4504 |
|
|
2014
Q4 | $19K | Buy |
+437
| New | +$18.8K | ﹤0.01% | 7739 |
|
Other funds holding LPLA
VPM
VCM
SC
