Winthrop Advisory 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
Q2 | $5.57M | Buy |
19,758
+93
| +0.5% | +$27.9K | 0.37% | 40 |
|
|
2026
Q1 | $5.92M | Sell |
19,665
-58
| -0.3% | -$19.5K | 0.48% | 32 |
|
|
2025
Q4 | $7.04M | Sell |
19,723
-556
| -3% | -$197K | 0.6% | 28 |
|
|
2025
Q3 | $6.75M | Sell |
20,279
-75
| -0.4% | -$27.2K | 0.59% | 26 |
|
|
2025
Q2 | $7.63M | Sell |
20,354
-225
| -1% | -$78.8K | 0.74% | 23 |
|
|
2025
Q1 | $6.73M | Sell |
20,579
-375
| -2% | -$131K | 0.81% | 21 |
|
|
2024
Q4 | $6.84M | Buy |
20,954
+151
| +0.7% | +$44.7K | 0.82% | 20 |
|
|
2024
Q3 | $4.84M | Buy |
20,803
+20
| +0.1% | +$4.51K | 0.6% | 23 |
|
|
2024
Q2 | $5.8M | Hold |
20,783
| – | – | 0.79% | 22 |
|
|
2024
Q1 | $5.49M | Sell |
20,783
-150
| -0.7% | -$37.9K | 0.79% | 21 |
|
|
2023
Q4 | $4.76M | Buy |
20,933
+7
| +0% | +$1.57K | 0.74% | 23 |
|
|
2023
Q3 | $4.97M | Buy |
20,926
+1
| +0% | +$232 | 0.82% | 19 |
|
|
2023
Q2 | $4.55M | Sell |
20,925
-1
| -0% | -$200 | 0.73% | 21 |
|
|
2023
Q1 | $4.24M | Hold |
20,926
| – | – | 0.75% | 21 |
|
|
2022
Q4 | $4.52M | Sell |
20,926
-137
| -0.7% | -$32K | 0.86% | 20 |
|
|
2022
Q3 | $4.6M | Sell |
21,063
-250
| -1% | -$53.2K | 0.99% | 18 |
|
|
2022
Q2 | $3.93M | Sell |
21,313
-200
| -0.9% | -$38K | 0.92% | 19 |
|
|
2022
Q1 | $3.93M | Hold |
21,513
| – | – | 0.82% | 19 |
|
|
2021
Q4 | $3.44M | Sell |
21,513
-150
| -0.7% | -$24.8K | 0.69% | 20 |
|
|
2021
Q3 | $3.4M | Hold |
21,663
| – | – | 0.76% | 20 |
|
|
2021
Q2 | $2.92M | Hold |
21,663
| – | – | 0.66% | 20 |
|
|
2021
Q1 | $3.08M | Sell |
21,663
-500
| -2% | -$63.8K | 0.76% | 19 |
|
|
2020
Q4 | $2.31M | Hold |
22,163
| – | – | 0.6% | 21 |
|
|
2020
Q3 | $1.71M | Buy |
22,163
+1
| +0% | +$79 | 0.52% | 21 |
|
|
2020
Q2 | $1.7M | Hold |
22,162
| – | – | 0.6% | 22 |
|
|
2020
Q1 | $1.21M | Sell |
22,162
-150
| -0.7% | -$12.1K | 0.48% | 25 |
|
|
2019
Q4 | $2.06M | Sell |
22,312
-60
| -0.3% | -$5.15K | 0.74% | 22 |
|
|
2019
Q3 | $1.83M | Hold |
22,372
| – | – | 0.72% | 21 |
|
|
2019
Q2 | $1.82M | Hold |
22,372
| – | – | 0.76% | 22 |
|
|
2019
Q1 | $1.58M | Sell |
22,372
-1,000
| -4% | -$72.1K | 0.7% | 22 |
|
|
2018
Q4 | $1.43M | Hold |
23,372
| – | – | 0.73% | 22 |
|
|
2018
Q3 | $1.51M | Hold |
23,372
| – | – | 0.85% | 17 |
|
|
2018
Q2 | $1.53M | Sell |
23,372
-950
| -4% | -$62.4K | 1% | 14 |
|
|
2018
Q1 | $1.49M | Buy |
24,322
+5,300
| +28% | +$329K | 1.05% | 15 |
|
|
2017
Q4 | $1.17M | Buy |
+19,022
| New | +$1M | 0.83% | 17 |
|
Other funds holding LPLA
JT
SC
Winthrop Advisory Group's LPLA Position: Q2 2026 in Review
Winthrop Advisory Group increased its LPL Financial (LPLA) stake by 0.47% in Q2 2026, buying an estimated $27.9K and bringing the position to 19,758 shares worth $5.57M. The position accounts for 0.37% of the portfolio, ranked #40.
Winthrop Advisory Group first reported a position in LPLA in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.63M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Winthrop Advisory Group held 19,758 shares of LPL Financial worth $5.57M as of Q2 2026.
- Winthrop Advisory Group bought 93 LPL Financial shares in Q2 2026, an estimated $27.9K.
- LPL Financial made up 0.37% of Winthrop Advisory Group's portfolio in Q2 2026, its #40 holding.
- Winthrop Advisory Group first reported a position in LPL Financial in Q4 2017 and has held it in 35 quarters since.
- Winthrop Advisory Group's LPL Financial position peaked at $7.63M in Q2 2025.
- 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.