Wellington Management Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.8M | Sell |
142,137
-6,315
| -4% | -$2.12M | 0.01% | 777 |
|
|
2025
Q4 | $53M | Sell |
148,452
-11,752
| -7% | -$4.16M | 0.01% | 719 |
|
|
2025
Q3 | $53.3M | Sell |
160,204
-169,412
| -51% | -$61.4M | 0.01% | 712 |
|
|
2025
Q2 | $124M | Sell |
329,616
-328,977
| -50% | -$115M | 0.02% | 474 |
|
|
2025
Q1 | $215M | Buy |
658,593
+507,923
| +337% | +$177M | 0.04% | 333 |
|
|
2024
Q4 | $49.2M | Sell |
150,670
-76,487
| -34% | -$22.6M | 0.01% | 715 |
|
|
2024
Q3 | $52.8M | Buy |
227,157
+56,070
| +33% | +$12.6M | 0.01% | 685 |
|
|
2024
Q2 | $47.8M | Sell |
171,087
-7,660
| -4% | -$2.08M | 0.01% | 710 |
|
|
2024
Q1 | $47.2M | Sell |
178,747
-30,331
| -15% | -$7.66M | 0.01% | 720 |
|
|
2023
Q4 | $47.6M | Sell |
209,078
-72,132
| -26% | -$16.2M | 0.01% | 725 |
|
|
2023
Q3 | $66.8M | Sell |
281,210
-356,979
| -56% | -$82.9M | 0.01% | 631 |
|
|
2023
Q2 | $139M | Sell |
638,189
-710,254
| -53% | -$142M | 0.03% | 468 |
|
|
2023
Q1 | $273M | Sell |
1,348,443
-175,830
| -12% | -$40.2M | 0.05% | 319 |
|
|
2022
Q4 | $330M | Sell |
1,524,273
-898,422
| -37% | -$210M | 0.07% | 280 |
|
|
2022
Q3 | $529M | Sell |
2,422,695
-692,808
| -22% | -$147M | 0.11% | 188 |
|
|
2022
Q2 | $575M | Sell |
3,115,503
-458,632
| -13% | -$87.1M | 0.12% | 168 |
|
|
2022
Q1 | $653M | Buy |
3,574,135
+248,255
| +7% | +$43.2M | 0.11% | 182 |
|
|
2021
Q4 | $532M | Buy |
3,325,880
+297,368
| +10% | +$49.1M | 0.09% | 223 |
|
|
2021
Q3 | $475M | Buy |
3,028,512
+159,694
| +6% | +$22.9M | 0.08% | 233 |
|
|
2021
Q2 | $387M | Sell |
2,868,818
-981,964
| -26% | -$143M | 0.06% | 282 |
|
|
2021
Q1 | $547M | Sell |
3,850,782
-1,901,159
| -33% | -$243M | 0.1% | 211 |
|
|
2020
Q4 | $599M | Sell |
5,751,941
-209,049
| -4% | -$18.8M | 0.11% | 191 |
|
|
2020
Q3 | $457M | Buy |
5,960,990
+3,032,137
| +104% | +$241M | 0.09% | 200 |
|
|
2020
Q2 | $230M | Buy |
+2,928,853
| New | +$196M | 0.05% | 321 |
|
|
2019
Q3 | – | Sell |
-15,729
| Closed | -$1.28M | – | 2074 |
|
|
2019
Q2 | $1.28M | Buy |
15,729
+5,049
| +47% | +$399K | ﹤0.01% | 1715 |
|
|
2019
Q1 | $744K | Buy |
+10,680
| New | +$770K | ﹤0.01% | 1826 |
|
|
2018
Q4 | – | Sell |
-15,060
| Closed | -$971K | – | 2132 |
|
|
2018
Q3 | $971K | Sell |
15,060
-5,209
| -26% | -$345K | ﹤0.01% | 1885 |
|
|
2018
Q2 | $1.33M | Buy |
20,269
+15,727
| +346% | +$1.03M | ﹤0.01% | 1825 |
|
|
2018
Q1 | $277K | Buy |
+4,542
| New | +$282K | ﹤0.01% | 2117 |
|
|
2017
Q3 | – | Sell |
-7,215
| Closed | -$306K | – | 2245 |
|
|
2017
Q2 | $306K | Sell |
7,215
-3,015
| -29% | -$122K | ﹤0.01% | 2110 |
|
|
2017
Q1 | $407K | Sell |
10,230
-18,318
| -64% | -$720K | ﹤0.01% | 2108 |
|
|
2016
Q4 | $1.01M | Buy |
+28,548
| New | +$998K | ﹤0.01% | 1855 |
|
|
2015
Q3 | – | Sell |
-606,877
| Closed | -$28.2M | – | 2219 |
|
|
2015
Q2 | $28.2M | Sell |
606,877
-362,729
| -37% | -$15.7M | 0.01% | 899 |
|
|
2015
Q1 | $42.5M | Sell |
969,606
-19,010
| -2% | -$840K | 0.01% | 782 |
|
|
2014
Q4 | $44M | Sell |
988,616
-282,307
| -22% | -$12.1M | 0.01% | 773 |
|
|
2014
Q3 | $58.5M | Sell |
1,270,923
-756,554
| -37% | -$36.5M | 0.02% | 663 |
|
|
2014
Q2 | $101M | Sell |
2,027,477
-4,849,350
| -71% | -$235M | 0.03% | 522 |
|
|
2014
Q1 | $361M | Sell |
6,876,827
-1,490,878
| -18% | -$78.7M | 0.1% | 227 |
|
|
2013
Q4 | $394M | Sell |
8,367,705
-583,460
| -7% | -$24.5M | 0.11% | 208 |
|
|
2013
Q3 | $343M | Sell |
8,951,165
-364,895
| -4% | -$14M | 0.11% | 212 |
|
|
2013
Q2 | $352M | Buy |
+9,316,060
| New | +$333M | 0.11% | 190 |
|
Other funds holding LPLA
VPM
VCM
SC
