Winslow Capital Management
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Winslow Capital Management’s LPL Financial LPLA Stock Holding History

Winslow Capital Management’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
2025
Q3 		– Sell
-1,183,069
Closed -$444M – 68
2025
Q2 		$444M Sell
1,183,069
-274,632
-19% -$96.2M 1.48% 23
2025
Q1 		$477M Buy
+1,457,701
New +$508M 1.9% 18

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Dodge & Cox
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Winslow Capital Management's LPLA Position: Q3 2025 in Review

Winslow Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 1,183,069 shares — an estimated $444M sold.

Winslow Capital Management first reported a position in LPLA in Q1 2025 and held it in 2 quarters. The position peaked at $477M in Q1 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Winslow Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Winslow Capital Management sold 1,183,069 LPL Financial shares in Q3 2025, an estimated $444M.
  • Winslow Capital Management first reported a position in LPL Financial in Q1 2025 and held it in 2 quarters.
  • Winslow Capital Management's LPL Financial position peaked at $477M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Winslow Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.