Pictet Asset Management
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Pictet Asset Management’s LPL Financial LPLA Stock Holding History

Pictet 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
2026
Q1 		$12M Sell
39,830
-4,633
-10% -$1.55M 0.01% 608
2025
Q4 		$15.9M Sell
44,463
-3,058
-6% -$1.08M 0.02% 577
2025
Q3 		$15.8M Sell
47,521
-1,661
-3% -$602K 0.02% 575
2025
Q2 		$18.4M Buy
49,182
+2,646
+6% +$927K 0.02% 528
2025
Q1 		$15.2M Sell
46,536
-1,434
-3% -$499K 0.02% 562
2024
Q4 		$15.7M Buy
47,970
+7,042
+17% +$2.08M 0.02% 563
2024
Q3 		$9.52M Buy
40,928
+4,724
+13% +$1.06M 0.01% 667
2024
Q2 		$10.1M Sell
36,204
-2,536
-7% -$688K 0.01% 626
2024
Q1 		$10.2M Buy
38,740
+266
+0.7% +$67.1K 0.01% 641
2023
Q4 		$8.76M Sell
38,474
-677
-2% -$152K 0.01% 666
2023
Q3 		$9.3M Buy
+39,151
New +$9.09M 0.01% 633

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