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Atria Wealth Solutions’s Loews L Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.95M Buy
32,227
+1,887
+6% +$166K 0.07% 323
2025
Q1 		$2.79M Sell
30,340
-910
-3% -$77.8K 0.03% 516
2024
Q4 		$2.65M Sell
31,250
-483
-2% -$39.8K 0.03% 545
2024
Q3 		$2.51M Sell
31,733
-178
-0.6% -$14K 0.03% 551
2024
Q2 		$2.39M Sell
31,911
-592
-2% -$44.9K 0.03% 573
2024
Q1 		$2.54M Buy
32,503
+271
+0.8% +$20K 0.03% 558
2023
Q4 		$2.24M Sell
32,232
-504
-2% -$33.5K 0.03% 568
2023
Q3 		$2.07M Buy
32,736
+295
+0.9% +$18.4K 0.03% 550
2023
Q2 		$1.93M Sell
32,441
-572
-2% -$33.1K 0.03% 581
2023
Q1 		$1.92M Buy
33,013
+32
+0.1% +$1.9K 0.03% 553
2022
Q4 		$1.92M Buy
32,981
+3,482
+12% +$194K 0.03% 531
2022
Q3 		$1.47M Buy
29,499
+2,098
+8% +$118K 0.03% 593
2022
Q2 		$1.62M Buy
27,401
+2,061
+8% +$130K 0.03% 507
2022
Q1 		$1.64M Buy
+25,340
New +$1.55M 0.03% 545

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's L Position: Q2 2025 in Review

Atria Wealth Solutions increased its Loews (L) stake by 6.2% in Q2 2025, buying an estimated $166K and bringing the position to 32,227 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #323.

Atria Wealth Solutions first reported a position in L in Q1 2022 and has held it in 14 quarters since. 653 funds tracked by Wall St. Rank hold L as of Q2 2025.

  • Atria Wealth Solutions held 32,227 shares of Loews worth $2.95M as of Q2 2025.
  • Atria Wealth Solutions bought 1,887 Loews shares in Q2 2025, an estimated $166K.
  • Loews made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #323 holding.
  • Atria Wealth Solutions first reported a position in Loews in Q1 2022 and has held it in 14 quarters since.
  • 653 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.