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Mediolanum International Funds’s LPL Financial LPLA Stock Holding History

Mediolanum International Funds’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 		– Sell
-4,878
Closed -$1.64M – 426
2025
Q1 		$1.64M Sell
4,878
-9,981
-67% -$3.48M 0.02% 337
2024
Q4 		$4.85M Sell
14,859
-13,689
-48% -$4.05M 0.06% 243
2024
Q3 		$6.58M Buy
28,548
+3,496
+14% +$788K 0.09% 214
2024
Q2 		$6.46M Sell
25,052
-1,433
-5% -$389K 0.11% 188
2024
Q1 		$6.95M Buy
+26,485
New +$6.68M 0.11% 190

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

Mediolanum International Funds's LPLA Position: Q2 2025 in Review

Mediolanum International Funds sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 4,878 shares — an estimated $1.64M sold.

Mediolanum International Funds first reported a position in LPLA in Q1 2024 and held it in 5 quarters. The position peaked at $6.95M in Q1 2024. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Mediolanum International Funds reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Mediolanum International Funds sold 4,878 LPL Financial shares in Q2 2025, an estimated $1.64M.
  • Mediolanum International Funds first reported a position in LPL Financial in Q1 2024 and held it in 5 quarters.
  • Mediolanum International Funds's LPL Financial position peaked at $6.95M in Q1 2024.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Mediolanum International Funds's 13F filing for Q2 2025, filed 12 Aug 2025.