LPL Financial

LPL Financial’s Arteris AIP Stock Holding History

LPL Financial’s Portfolio AIP Stock Details AIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.17M	Sell	132,076 -31,388	-19%	-$497K	﹤0.01%	3430
2025 Q4	$2.53M	Sell	163,464 -545	-0.3%	-$7.9K	﹤0.01%	3169
2025 Q3	$1.66M	Buy	164,009 +3,890	+2%	+$37K	﹤0.01%	3492
2025 Q2	$1.53M	Buy	160,119 +9,737	+6%	+$71.8K	﹤0.01%	3375
2025 Q1	$1.04M	Buy	150,382 +16,823	+13%	+$161K	﹤0.01%	3522
2024 Q4	$1.36M	Buy	133,559 +24,812	+23%	+$205K	﹤0.01%	3224
2024 Q3	$840K	Buy	108,747 +3,050	+3%	+$23.5K	﹤0.01%	3552
2024 Q2	$794K	Buy	105,697 +644	+0.6%	+$4.9K	﹤0.01%	3475
2024 Q1	$769K	Buy	105,053 +7,000	+7%	+$45.1K	﹤0.01%	3419
2023 Q4	$578K	Buy	98,053 +22,233	+29%	+$125K	﹤0.01%	3553
2023 Q3	$494K	Buy	75,820 +61,420	+427%	+$422K	﹤0.01%	3495
2023 Q2	$98.2K	Buy	+14,400	New	+$77.8K	﹤0.01%	4322

Other funds holding AIP

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return