Atria Investments’s Loews L Stock Holding History

Atria Investments’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 Q1	$250K	Buy	2,342 +361	+18%	+$38.6K	﹤0.01%	1863
2025 Q4	$209K	Buy	+1,981	New	+$205K	﹤0.01%	1950
2019 Q1	–	Sell	-4,724	Closed	-$215K	–	995
2018 Q4	$215K	Buy	4,724 +113	+2%	+$5.33K	0.01%	786
2018 Q3	$232K	Buy	+4,611	New	+$231K	0.01%	873
2018 Q2	–	Sell	-4,135	Closed	-$206K	–	982
2018 Q1	$206K	Buy	+4,135	New	+$209K	0.01%	806

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Investments's L Position: Q1 2026 in Review

Atria Investments increased its Loews (L) stake by 18% in Q1 2026, buying an estimated $38.6K and bringing the position to 2,342 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Atria Investments first reported a position in L in Q1 2018 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Atria Investments held 2,342 shares of Loews worth $250K as of Q1 2026.
Atria Investments bought 361 Loews shares in Q1 2026, an estimated $38.6K.
Loews made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1863 holding.
Atria Investments first reported a position in Loews in Q1 2018 and has held it in 5 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.