Wealthfront Advisers
LPLA icon

Wealthfront Advisers’s LPL Financial LPLA Stock Holding History

Wealthfront Advisers’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 		$2.89M Buy
9,614
+3,230
+51% +$1.08M 0.01% 542
2025
Q4 		$2.28M Buy
6,384
+1,261
+25% +$446K 0.01% 573
2025
Q3 		$1.7M Buy
5,123
+2,243
+78% +$813K ﹤0.01% 610
2025
Q2 		$1.08M Buy
2,880
+181
+7% +$63.4K ﹤0.01% 666
2025
Q1 		$883K Buy
2,699
+51
+2% +$17.8K ﹤0.01% 682
2024
Q4 		$865K Buy
2,648
+56
+2% +$16.6K ﹤0.01% 691
2024
Q3 		$603K Sell
2,592
-1,893
-42% -$427K ﹤0.01% 738
2024
Q2 		$1.25M Buy
4,485
+2,933
+189% +$796K ﹤0.01% 579
2024
Q1 		$410K Buy
1,552
+189
+14% +$47.7K ﹤0.01% 759
2023
Q4 		$310K Sell
1,363
-325
-19% -$73.1K ﹤0.01% 784
2023
Q3 		$401K Buy
1,688
+182
+12% +$42.3K ﹤0.01% 726
2023
Q2 		$327K Sell
1,506
-8,885
-86% -$1.78M ﹤0.01% 749
2023
Q1 		$2.1M Buy
10,391
+2,648
+34% +$605K 0.01% 404
2022
Q4 		$1.67M Buy
+7,743
New +$1.81M 0.01% 441

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return