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Valeo Financial Advisors’s LG Display LPL Stock Holding History

Valeo Financial Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.6K Buy
19,945
+9,470
+90% +$43.5K ﹤0.01% 802
2026
Q1 		$40.6K Buy
+10,475
New +$44.3K ﹤0.01% 727

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Valeo Financial Advisors's LPL Position: Q2 2026 in Review

Valeo Financial Advisors increased its LG Display (LPL) stake by 90% in Q2 2026, buying an estimated $43.5K and bringing the position to 19,945 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Valeo Financial Advisors first reported a position in LPL in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Valeo Financial Advisors held 19,945 shares of LG Display worth $77.6K as of Q2 2026.
  • Valeo Financial Advisors bought 9,470 LG Display shares in Q2 2026, an estimated $43.5K.
  • LG Display made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #802 holding.
  • Valeo Financial Advisors first reported a position in LG Display in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.