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Wealth Preservation Advisors’s LPL Financial LPLA Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-13
Closed -$4.64K – 1125
2025
Q4 		$4.64K Hold
13
– – ﹤0.01% 391
2025
Q3 		$4.33K Hold
13
– – ﹤0.01% 387
2025
Q2 		$4.88K Buy
13
+2
+18% +$701 ﹤0.01% 366
2025
Q1 		$3.6K Buy
+11
New +$3.83K ﹤0.01% 418

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Preservation Advisors's LPLA Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 13 shares — an estimated $4.64K sold.

Wealth Preservation Advisors first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $4.88K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 LPL Financial shares in Q1 2026, an estimated $4.64K.
  • Wealth Preservation Advisors first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's LPL Financial position peaked at $4.88K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.