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Meag Munich Ergo’s LPL Financial LPLA Stock Holding History

Meag Munich Ergo’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
Q2 		$2.42M Sell
6,447
-14,878
-70% -$5.21M 0.07% 131
2025
Q1 		$6.98M Buy
21,325
+12,200
+134% +$4.25M 0.21% 81
2024
Q4 		$2.98M Sell
9,125
-6,676
-42% -$1.97M 0.09% 95
2024
Q3 		$3.68M Buy
15,801
+11,984
+314% +$2.7M 0.12% 95
2024
Q2 		$1.07M Sell
3,817
-3,085
-45% -$837K 0.04% 128
2024
Q1 		$1.82M Buy
+6,902
New +$1.74M 0.07% 114
2023
Q2 		– Sell
-20,028
Closed -$4.05M – 193
2023
Q1 		$4.05M Buy
20,028
+5,796
+41% +$1.32M 0.19% 84
2022
Q4 		$3.08M Buy
14,232
+376
+3% +$87.9K 0.17% 91
2022
Q3 		$3.03M Buy
13,856
+11,406
+466% +$2.43M 0.18% 90
2022
Q2 		$452K Buy
+2,450
New +$465K 0.03% 181

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meag Munich Ergo's LPLA Position: Q2 2025 in Review

Meag Munich Ergo reduced its LPL Financial (LPLA) stake by 70% in Q2 2025, selling an estimated $5.21M and leaving 6,447 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #131.

Meag Munich Ergo first reported a position in LPLA in Q2 2022 and has held it in 10 quarters since. The position peaked at $6.98M in Q1 2025. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Meag Munich Ergo held 6,447 shares of LPL Financial worth $2.42M as of Q2 2025.
  • Meag Munich Ergo sold 14,878 LPL Financial shares in Q2 2025, an estimated $5.21M.
  • LPL Financial made up 0.07% of Meag Munich Ergo's portfolio in Q2 2025, its #131 holding.
  • Meag Munich Ergo first reported a position in LPL Financial in Q2 2022 and has held it in 10 quarters since.
  • Meag Munich Ergo's LPL Financial position peaked at $6.98M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.