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Walsh & Associates’s LPL Financial LPLA Stock Holding History

Walsh & 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 		$153K Hold
542
– – 0.12% 67
2026
Q1 		$163K Hold
542
– – 0.16% 56
2025
Q4 		$194K Buy
+542
New +$192K 0.19% 52

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Walsh & Associates held its LPL Financial (LPLA) position steady in Q2 2026 at 542 shares worth $153K. The position accounts for 0.12% of the portfolio, ranked #67.

Walsh & Associates first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $194K in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Walsh & Associates held 542 shares of LPL Financial worth $153K as of Q2 2026.
  • Walsh & Associates left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.12% of Walsh & Associates's portfolio in Q2 2026, its #67 holding.
  • Walsh & Associates first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's LPL Financial position peaked at $194K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.