WealthCare Investment Partners’s LPL Financial LPLA Stock Holding History

WealthCare Investment Partners’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	$204K	Buy	680 +1	+0.1%	+$336	0.06%	186
2025 Q4	$246K	Buy	679 +1	+0.1%	+$354	0.07%	165
2025 Q3	$215K	Hold	678	–	–	0.07%	164
2025 Q2	$260K	Buy	+678	New	+$238K	0.09%	135
2025 Q1	–	Sell	-677	Closed	-$222K	–	152
2024 Q4	$222K	Buy	+677	New	+$200K	0.1%	133

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthCare Investment Partners's LPLA Position: Q1 2026 in Review

WealthCare Investment Partners increased its LPL Financial (LPLA) stake by 0.15% in Q1 2026, buying an estimated $336 and bringing the position to 680 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #186.

WealthCare Investment Partners first reported a position in LPLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

WealthCare Investment Partners held 680 shares of LPL Financial worth $204K as of Q1 2026.
WealthCare Investment Partners bought 1 LPL Financial share in Q1 2026, an estimated $336.
LPL Financial made up 0.06% of WealthCare Investment Partners's portfolio in Q1 2026, its #186 holding.
WealthCare Investment Partners first reported a position in LPL Financial in Q4 2024 and has held it in 5 quarters since.
WealthCare Investment Partners's LPL Financial position peaked at $260K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.