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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

United Asset Strategies's LPLA Position: Q2 2026 in Review

United Asset Strategies increased its LPL Financial (LPLA) stake by 4.7% in Q2 2026, buying an estimated $193K and bringing the position to 14,409 shares worth $4.06M. The position accounts for 0.29% of the portfolio, ranked #74.

United Asset Strategies first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.72M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

United Asset Strategies held 14,409 shares of LPL Financial worth $4.06M as of Q2 2026.
United Asset Strategies bought 642 LPL Financial shares in Q2 2026, an estimated $193K.
LPL Financial made up 0.29% of United Asset Strategies's portfolio in Q2 2026, its #74 holding.
United Asset Strategies first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
United Asset Strategies's LPL Financial position peaked at $4.72M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.