UM
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UniSuper Management’s LPL Financial LPLA Stock Holding History

UniSuper 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 		$421K Hold
1,400
– – ﹤0.01% 595
2025
Q4 		$500K Hold
1,400
– – ﹤0.01% 588
2025
Q3 		$466K Hold
1,400
– – ﹤0.01% 602
2025
Q2 		$525K Sell
1,400
-200
-13% -$70.1K ﹤0.01% 604
2025
Q1 		$523K Hold
1,600
– – ﹤0.01% 606
2024
Q4 		$522K Sell
1,600
-923
-37% -$273K ﹤0.01% 592
2024
Q3 		$587K Buy
2,523
+923
+58% +$208K ﹤0.01% 612
2024
Q2 		$447K Buy
1,600
+500
+45% +$136K ﹤0.01% 811
2024
Q1 		$291K Buy
1,100
+500
+83% +$126K ﹤0.01% 883
2023
Q4 		$137K Hold
600
– – ﹤0.01% 607
2023
Q3 		$143K Hold
600
– – ﹤0.01% 519
2023
Q2 		$130K Buy
+600
New +$120K ﹤0.01% 532

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VPM
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VCM
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Principal Financial Group
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SC
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return