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 Q2	–	Sell	-680	Closed	-$204K	–	209
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 $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

WealthCare Investment Partners's LPLA Position: Q2 2026 in Review

WealthCare Investment Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 680 shares — an estimated $204K sold.

WealthCare Investment Partners first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $260K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

WealthCare Investment Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
WealthCare Investment Partners sold 680 LPL Financial shares in Q2 2026, an estimated $204K.
WealthCare Investment Partners first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
WealthCare Investment Partners's LPL Financial position peaked at $260K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.