Meiji Yasuda Asset Management’s LPL Financial LPLA Stock Holding History

Meiji Yasuda Asset 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 Q2	–	Sell	-1,040	Closed	-$340K	–	617
2025 Q1	$340K	Hold	1,040	–	–	0.01%	518
2024 Q4	$340K	Hold	1,040	–	–	0.01%	515
2024 Q3	$242K	Hold	1,040	–	–	0.01%	602
2024 Q2	$290K	Sell	1,040 -50	-5%	-$13.6K	0.01%	543
2024 Q1	$288K	Buy	1,090 +210	+24%	+$53K	0.01%	550
2023 Q4	$200K	Hold	880	–	–	0.01%	521
2023 Q3	$209K	Buy	+880	New	+$204K	0.01%	572

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meiji Yasuda Asset Management's LPLA Position: Q2 2025 in Review

Meiji Yasuda Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,040 shares — an estimated $340K sold.

Meiji Yasuda Asset Management first reported a position in LPLA in Q3 2023 and held it in 7 quarters. The position peaked at $340K in Q1 2025. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Meiji Yasuda Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Meiji Yasuda Asset Management sold 1,040 LPL Financial shares in Q2 2025, an estimated $340K.
Meiji Yasuda Asset Management first reported a position in LPL Financial in Q3 2023 and held it in 7 quarters.
Meiji Yasuda Asset Management's LPL Financial position peaked at $340K in Q1 2025.
800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Meiji Yasuda Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.