Waddell & Associates’s LPL Financial LPLA Stock Holding History

Waddell & Associates’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	$205K	Sell	727 -19	-3%	-$5.7K	0.01%	512
2026 Q1	$224K	Hold	746	–	–	0.01%	398
2025 Q4	$266K	Hold	746	–	–	0.02%	305
2025 Q3	$248K	Hold	746	–	–	0.02%	256
2025 Q2	$280K	Hold	746	–	–	0.03%	180
2025 Q1	$244K	Hold	746	–	–	0.03%	143
2024 Q4	$244K	Buy	+746	New	+$221K	0.02%	137
2024 Q3	–	Sell	-746	Closed	-$208K	–	152
2024 Q2	$208K	Buy	+746	New	+$202K	0.03%	133

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waddell & Associates's LPLA Position: Q2 2026 in Review

Waddell & Associates reduced its LPL Financial (LPLA) stake by 2.5% in Q2 2026, selling an estimated $5.7K and leaving 727 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #512.

Waddell & Associates first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $280K in Q2 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Waddell & Associates held 727 shares of LPL Financial worth $205K as of Q2 2026.
Waddell & Associates sold 19 LPL Financial shares in Q2 2026, an estimated $5.7K.
LPL Financial made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #512 holding.
Waddell & Associates first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
Waddell & Associates's LPL Financial position peaked at $280K in Q2 2025.
126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.