Wealth Enhancement Advisory Services’s LPL Financial LPLA Stock Holding History

Wealth Enhancement Advisory Services’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	$2.53M	Buy	7,969 +422	+6%	+$127K	﹤0.01%	1415
2026 Q1	$2.22M	Sell	7,547 -431	-5%	-$145K	﹤0.01%	1339
2025 Q4	$3M	Sell	7,978 -377	-5%	-$133K	﹤0.01%	1292
2025 Q3	$2.65M	Sell	8,355 -654	-7%	-$237K	﹤0.01%	1287
2025 Q2	$3.46M	Buy	9,009 +992	+12%	+$348K	0.01%	1075
2025 Q1	$2.62M	Buy	8,017 +552	+7%	+$192K	0.01%	1108
2024 Q4	$2.44M	Sell	7,465 -266	-3%	-$78.7K	﹤0.01%	1074
2024 Q3	$1.8M	Sell	7,731 -977	-11%	-$220K	﹤0.01%	1107
2024 Q2	$2.43M	Buy	8,708 +33	+0.4%	+$8.96K	0.01%	911
2024 Q1	$2.29M	Buy	8,675 +313	+4%	+$79K	0.01%	898
2023 Q4	$1.9M	Buy	8,362 +74	+0.9%	+$16.6K	0.01%	919
2023 Q3	$1.97M	Buy	+8,288	New	+$1.92M	0.01%	868

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 $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's LPLA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its LPL Financial (LPLA) stake by 5.6% in Q2 2026, buying an estimated $127K and bringing the position to 7,969 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Wealth Enhancement Advisory Services first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Wealth Enhancement Advisory Services held 7,969 shares of LPL Financial worth $2.53M as of Q2 2026.
Wealth Enhancement Advisory Services bought 422 LPL Financial shares in Q2 2026, an estimated $127K.
LPL Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1415 holding.
Wealth Enhancement Advisory Services first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's LPL Financial position peaked at $3.46M in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.