Tredje AP-fonden’s LPL Financial LPLA Stock Holding History

Tredje AP-fonden’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	$9.35M	Buy	31,090 +22,877	+279%	+$7.68M	0.05%	325
2025 Q4	$2.93M	Sell	8,213 -170	-2%	-$60.1K	0.02%	228
2025 Q3	$2.79M	Buy	8,383 +1,842	+28%	+$668K	0.02%	212
2025 Q2	$2.45M	Buy	6,541 +596	+10%	+$209K	0.02%	210
2025 Q1	$1.94M	Hold	5,945	–	–	0.02%	232
2024 Q4	$1.94M	Sell	5,945 -5,944	-50%	-$1.76M	0.02%	272
2024 Q3	$2.77M	Hold	11,889	–	–	0.03%	306
2024 Q2	$3.32M	Sell	11,889 -186	-2%	-$50.5K	0.03%	249
2024 Q1	$3.19M	Buy	12,075 +275	+2%	+$69.4K	0.03%	269
2023 Q4	$2.69M	Sell	11,800 -1,023	-8%	-$230K	0.03%	322
2023 Q3	$3.05M	Sell	12,823 -1,368	-10%	-$318K	0.04%	263
2023 Q2	$3.09M	Sell	14,191 -2,688	-16%	-$538K	0.04%	286
2023 Q1	$3.42M	Buy	16,879 +753	+5%	+$172K	0.05%	258
2022 Q4	$3.49M	Buy	16,126 +415	+3%	+$97K	0.06%	245
2022 Q3	$3.43M	Buy	+15,711	New	+$3.34M	0.07%	208

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return