UAS
LPLA icon

United Asset Strategies’s LPL Financial LPLA Stock Holding History

United Asset Strategies’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 		$4.06M Buy
14,409
+642
+5% +$193K 0.29% 74
2026
Q1 		$4.14M Buy
13,767
+564
+4% +$189K 0.33% 67
2025
Q4 		$4.72M Buy
13,203
+2,482
+23% +$878K 0.36% 64
2025
Q3 		$3.57M Sell
10,721
-128
-1% -$46.4K 0.29% 63
2025
Q2 		$4.07M Sell
10,849
-178
-2% -$62.4K 0.35% 65
2025
Q1 		$3.61M Sell
11,027
-184
-2% -$64.1K 0.33% 67
2024
Q4 		$3.66M Sell
11,211
-25
-0.2% -$7.39K 0.34% 65
2024
Q3 		$2.61M Buy
11,236
+292
+3% +$65.8K 0.24% 82
2024
Q2 		$3.06M Buy
+10,944
New +$2.97M 0.3% 71

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
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
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return