Activest Wealth Management
L icon

Activest Wealth Management’s Loews L Stock Holding History

Activest Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4
Closed -$453 – 1224
2026
Q2 		$453 Sell
4
-413
-99% -$44.8K ﹤0.01% 1071
2026
Q1 		$44.5K Sell
417
-18
-4% -$1.93K 0.01% 358
2025
Q4 		$45.8K Buy
435
+391
+889% +$40.4K 0.01% 336
2025
Q3 		$4.42K Buy
44
+3
+7% +$284 ﹤0.01% 665
2025
Q2 		$3.76K Buy
41
+40
+4,000% +$3.51K ﹤0.01% 595
2025
Q1 		$92 Hold
1
– – ﹤0.01% 972
2024
Q4 		$85 Buy
+1
New +$82 ﹤0.01% 704

Other funds holding L

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Activest Wealth Management's L Position: Q3 2026 in Review

Activest Wealth Management sold out of Loews (L) in Q3 2026, closing a stake of 4 shares — an estimated $453 sold.

Activest Wealth Management first reported a position in L in Q4 2024 and held it in 7 quarters. The position peaked at $45.8K in Q4 2025. 303 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Activest Wealth Management reported no remaining Loews position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 4 Loews shares in Q3 2026, an estimated $453.
  • Activest Wealth Management first reported a position in Loews in Q4 2024 and held it in 7 quarters.
  • Activest Wealth Management's Loews position peaked at $45.8K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.