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 Q2	$4.19M	Sell	86,161 -45,915	-35%	-$1.47M	﹤0.01%	2957
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

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's AIP Position: Q2 2026 in Review

LPL Financial reduced its Arteris (AIP) stake by 35% in Q2 2026, selling an estimated $1.47M and leaving 86,161 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

LPL Financial first reported a position in AIP in Q2 2023 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

LPL Financial held 86,161 shares of Arteris worth $4.19M as of Q2 2026.
LPL Financial sold 45,915 Arteris shares in Q2 2026, an estimated $1.47M.
Arteris made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2957 holding.
LPL Financial first reported a position in Arteris in Q2 2023 and has held it in 13 quarters since.
211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.