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 Q2	$594K	Buy	5,243 +2,901	+124%	+$314K	0.01%	1431
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Investments's L Position: Q2 2026 in Review

Atria Investments increased its Loews (L) stake by 124% in Q2 2026, buying an estimated $314K and bringing the position to 5,243 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #1431.

Atria Investments first reported a position in L in Q1 2018 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Atria Investments held 5,243 shares of Loews worth $594K as of Q2 2026.
Atria Investments bought 2,901 Loews shares in Q2 2026, an estimated $314K.
Loews made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1431 holding.
Atria Investments first reported a position in Loews in Q1 2018 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.