Mawer Investment Management
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Mawer Investment Management’s LPL Financial LPLA Stock Holding History

Mawer Investment Management’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
2025
Q3 		$17.5M Sell
2025
Q2 		$19.9M Sell
2025
Q1 		$18M Sell
2024
Q4 		$18.9M Buy
2024
Q3 		$10M Buy
2024
Q2 		$11.6M Buy
2024
Q1 		$7.83M Buy
2023
Q4 		$3.37M Buy