Aureus Asset Management’s Loews L Stock Holding History

Aureus Asset 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 Q2	$977K	Sell	8,633 -360	-4%	-$39K	0.06%	123
2026 Q1	$960K	Sell	8,993 -418	-4%	-$44.7K	0.06%	118
2025 Q4	$991K	Hold	9,411	–	–	0.06%	101
2025 Q3	$945K	Hold	9,411	–	–	0.06%	93
2025 Q2	$863K	Sell	9,411 -982	-9%	-$86.2K	0.06%	101
2025 Q1	$955K	Hold	10,393	–	–	0.07%	100
2024 Q4	$880K	Hold	10,393	–	–	0.06%	100
2024 Q3	$822K	Hold	10,393	–	–	0.05%	98
2024 Q2	$777K	Hold	10,393	–	–	0.05%	99
2024 Q1	$814K	Hold	10,393	–	–	0.06%	94
2023 Q4	$723K	Hold	10,393	–	–	0.05%	99
2023 Q3	$658K	Sell	10,393 -3,000	-22%	-$187K	0.05%	104
2023 Q2	$795K	Hold	13,393	–	–	0.06%	98
2023 Q1	$777K	Hold	13,393	–	–	0.06%	97
2022 Q4	$781K	Buy	+13,393	New	+$746K	0.07%	100

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 $3.37T AUM 44.26% 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

Aureus Asset Management's L Position: Q2 2026 in Review

Aureus Asset Management reduced its Loews (L) stake by 4% in Q2 2026, selling an estimated $39K and leaving 8,633 shares worth $977K. The position accounts for 0.06% of the portfolio, ranked #123.

Aureus Asset Management first reported a position in L in Q4 2022 and has held it in 15 quarters since. The position peaked at $991K in Q4 2025. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Aureus Asset Management held 8,633 shares of Loews worth $977K as of Q2 2026.
Aureus Asset Management sold 360 Loews shares in Q2 2026, an estimated $39K.
Loews made up 0.06% of Aureus Asset Management's portfolio in Q2 2026, its #123 holding.
Aureus Asset Management first reported a position in Loews in Q4 2022 and has held it in 15 quarters since.
Aureus Asset Management's Loews position peaked at $991K in Q4 2025.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.