Voloridge Investment Management
LPLA icon

Voloridge Investment Management’s LPL Financial LPLA Stock Holding History

Voloridge Investment Management’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
2025
Q3 		– Sell
-16,446
Closed -$6.17M – 1296
2025
Q2 		$6.17M Sell
16,446
-113,862
-87% -$39.9M 0.02% 700
2025
Q1 		$42.6M Buy
130,308
+127,862
+5,227% +$44.5M 0.16% 183
2024
Q4 		$799K Buy
+2,446
New +$723K ﹤0.01% 1065
2023
Q3 		– Sell
-13,135
Closed -$2.86M – 1517
2023
Q2 		$2.86M Sell
13,135
-60,836
-82% -$12.2M 0.01% 874
2023
Q1 		$15M Sell
73,971
-49,570
-40% -$11.3M 0.07% 352
2022
Q4 		$26.7M Buy
+123,541
New +$28.9M 0.15% 201
2021
Q4 		– Sell
-65,412
Closed -$10.3M – 1722
2021
Q3 		$10.3M Sell
65,412
-55,947
-46% -$8.04M 0.07% 427
2021
Q2 		$16.4M Sell
121,359
-9,075
-7% -$1.32M 0.11% 236
2021
Q1 		$18.5M Buy
130,434
+49,737
+62% +$6.35M 0.14% 197
2020
Q4 		$8.41M Buy
80,697
+56,323
+231% +$5.06M 0.07% 321
2020
Q3 		$1.87M Sell
24,374
-919
-4% -$73K 0.02% 742
2020
Q2 		$1.98M Sell
25,293
-16,781
-40% -$1.12M 0.02% 622
2020
Q1 		$2.29M Buy
+42,074
New +$3.39M 0.07% 315
2019
Q3 		– Sell
-38,864
Closed -$3.17M – 1152
2019
Q2 		$3.17M Buy
38,864
+829
+2% +$65.6K 0.09% 242
2019
Q1 		$2.65M Buy
+38,035
New +$2.74M 0.08% 244
2018
Q3 		– Sell
-107,925
Closed -$7.07M – 396
2018
Q2 		$7.07M Buy
107,925
+101,621
+1,612% +$6.68M 0.19% 123
2018
Q1 		$385K Sell
6,304
-254
-4% -$15.7K 0.01% 434
2017
Q4 		$375K Sell
6,558
-49,729
-88% -$2.62M 0.01% 439
2017
Q3 		$2.9M Buy
+56,287
New +$2.59M 0.06% 245
2017
Q2 		– Sell
-35,977
Closed -$1.43M – 502
2017
Q1 		$1.43M Sell
35,977
-8,965
-20% -$352K 0.03% 349
2016
Q4 		$1.58M Buy
+44,942
New +$1.57M 0.03% 437

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Voloridge Investment Management's LPLA Position: Q3 2025 in Review

Voloridge Investment Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 16,446 shares — an estimated $6.17M sold.

Voloridge Investment Management first reported a position in LPLA in Q4 2016 and held it in 21 quarters. The position peaked at $42.6M in Q1 2025. 760 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Voloridge Investment Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 16,446 LPL Financial shares in Q3 2025, an estimated $6.17M.
  • Voloridge Investment Management first reported a position in LPL Financial in Q4 2016 and held it in 21 quarters.
  • Voloridge Investment Management's LPL Financial position peaked at $42.6M in Q1 2025.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.