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Whipplewood Advisors’s LPL Financial LPLA Stock Holding History

Whipplewood 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
Q2 		$4.22K Sell
15
-189
-93% -$56.7K ﹤0.01% 333
2026
Q1 		$61.4K Buy
204
+189
+1,260% +$63.4K 0.03% 244
2025
Q4 		$5.36K Buy
+15
New +$5.3K ﹤0.01% 300
2025
Q3 		– Sell
-495
Closed -$186K – 800
2025
Q2 		$186K Buy
495
+18
+4% +$6.31K 0.1% 174
2025
Q1 		$159K Sell
477
-35
-7% -$12.2K 0.09% 182
2024
Q4 		$167K Buy
+512
New +$151K 0.1% 179

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Whipplewood Advisors's LPLA Position: Q2 2026 in Review

Whipplewood Advisors reduced its LPL Financial (LPLA) stake by 93% in Q2 2026, selling an estimated $56.7K and leaving 15 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Whipplewood Advisors first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $186K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Whipplewood Advisors held 15 shares of LPL Financial worth $4.22K as of Q2 2026.
  • Whipplewood Advisors sold 189 LPL Financial shares in Q2 2026, an estimated $56.7K.
  • LPL Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #333 holding.
  • Whipplewood Advisors first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's LPL Financial position peaked at $186K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.