LPL Financial
SES icon

LPL Financial’s SES AI SES Stock Holding History

LPL Financial’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.6K Buy
55,707
+7,500
+16% +$12.7K ﹤0.01% 5774
2025
Q4 		$86.8K Buy
48,207
+21,847
+83% +$49K ﹤0.01% 5633
2025
Q3 		$44K Sell
26,360
-4,700
-15% -$5.62K ﹤0.01% 5647
2025
Q2 		$27.6K Buy
31,060
+1,050
+3% +$881 ﹤0.01% 5431
2025
Q1 		$15.6K Sell
30,010
-27,305
-48% -$25.1K ﹤0.01% 5283
2024
Q4 		$126K Buy
57,315
+24,625
+75% +$14K ﹤0.01% 4947
2024
Q3 		$20.9K Hold
32,690
– – ﹤0.01% 5080
2024
Q2 		$40.9K Hold
32,690
– – ﹤0.01% 4866
2024
Q1 		$54.9K Buy
32,690
+1,000
+3% +$1.5K ﹤0.01% 4758
2023
Q4 		$58K Sell
31,690
-4,275
-12% -$9.23K ﹤0.01% 4631
2023
Q3 		$81.6K Sell
35,965
-300
-0.8% -$728 ﹤0.01% 4453
2023
Q2 		$88.5K Sell
36,265
-6,550
-15% -$12.7K ﹤0.01% 4344
2023
Q1 		$126K Buy
42,815
+10
+0% +$32 ﹤0.01% 4160
2022
Q4 		$135K Sell
42,805
-12,000
-22% -$58K ﹤0.01% 4089
2022
Q3 		$267K Sell
54,805
-4,200
-7% -$20.4K ﹤0.01% 3698
2022
Q2 		$232K Buy
+59,005
New +$378K ﹤0.01% 3830

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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return