Coronation Fund Managers’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	$87.4M	Buy	290,443 +62,178	+27%	+$20.9M	3.98%	6
2025 Q4	$81.5M	Buy	228,265 +40,292	+21%	+$14.3M	3.66%	8
2025 Q3	$62.5M	Buy	187,973 +36,950	+24%	+$13.4M	3.26%	10
2025 Q2	$56.6M	Buy	151,023 +27,690	+22%	+$9.7M	3.07%	8
2025 Q1	$40.3M	Sell	123,333 -63,675	-34%	-$22.2M	2.19%	17
2024 Q4	$61.1M	Sell	187,008 -30,443	-14%	-$9M	3.59%	8
2024 Q3	$50.6M	Buy	217,451 +88,196	+68%	+$19.9M	2.81%	9
2024 Q2	$36.1M	Sell	129,255 -168,923	-57%	-$45.9M	2.08%	21
2024 Q1	$78.8M	Buy	298,178 +183,290	+160%	+$46.3M	2.14%	16
2023 Q4	$26.2M	Buy	114,888 +38,606	+51%	+$8.68M	0.73%	42
2023 Q3	$18.1M	Sell	76,282 -10,641	-12%	-$2.47M	0.54%	54
2023 Q2	$18.9M	Buy	86,923 +8,279	+11%	+$1.66M	0.51%	57
2023 Q1	$15.9M	Buy	78,644 +49,532	+170%	+$11.3M	0.42%	54
2022 Q4	$6.29M	Buy	+29,112	New	+$6.81M	0.17%	106