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
2025
Q2 		$18.4M Buy
2025
Q1 		$15.2M Sell
2024
Q4 		$15.7M Buy
2024
Q3 		$9.52M Buy
2024
Q2 		$10.1M Sell
2024
Q1 		$10.2M Buy
2023
Q4 		$8.76M Sell
2023
Q3 		$9.3M Buy