Handelsbanken Fonder
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Handelsbanken Fonder’s LPL Financial LPLA Stock Holding History

Handelsbanken Fonder’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 		$7.29M Buy
25,861
+3,280
+15% +$984K 0.02% 424
2026
Q1 		$6.79M Hold
22,581
– – 0.02% 431
2025
Q4 		$8.06M Buy
22,581
+1,000
+5% +$354K 0.02% 413
2025
Q3 		$7.18M Buy
21,581
+1,900
+10% +$689K 0.02% 423
2025
Q2 		$7.38M Sell
19,681
-1,500
-7% -$526K 0.03% 385
2025
Q1 		$6.93M Buy
21,181
+2,000
+10% +$696K 0.03% 386
2024
Q4 		$6.26M Sell
19,181
-500
-3% -$148K 0.02% 415
2024
Q3 		$4.58M Buy
19,681
+3,500
+22% +$789K 0.02% 447
2024
Q2 		$4.52M Sell
16,181
-100
-0.6% -$27.1K 0.02% 434
2024
Q1 		$4.3M Hold
16,281
– – 0.02% 469
2023
Q4 		$3.71M Buy
16,281
+2,200
+16% +$495K 0.02% 464
2023
Q3 		$3.35M Hold
14,081
– – 0.02% 464
2023
Q2 		$3.06M Buy
14,081
+2,400
+21% +$481K 0.02% 483
2023
Q1 		$2.36M Hold
11,681
– – 0.01% 509
2022
Q4 		$2.52M Hold
11,681
– – 0.02% 497
2022
Q3 		$2.55M Hold
11,681
– – 0.02% 496
2022
Q2 		$2.15M Hold
11,681
– – 0.01% 519
2022
Q1 		$2.13M Sell
11,681
-2,400
-17% -$418K 0.01% 571
2021
Q4 		$2.25M Sell
14,081
-400
-3% -$66K 0.01% 598
2021
Q3 		$2.27M Hold
14,481
– – 0.01% 596
2021
Q2 		$1.96M Hold
14,481
– – 0.01% 635
2021
Q1 		$2.06M Hold
14,481
– – 0.01% 601
2020
Q4 		$1.51M Hold
14,481
– – 0.01% 676
2020
Q3 		$1.11M Hold
14,481
– – 0.01% 695
2020
Q2 		$1.14M Buy
+14,481
New +$968K 0.01% 647

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FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return