Avantax Planning Partners’s Loews L Stock Holding History

Avantax Planning Partners’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	$203K	Buy	+1,789	New	+$194K	0.01%	443
2019 Q1	–	Sell	-1,642	Closed	-$75K	–	305
2018 Q4	$75K	Buy	1,642 +1,171	+249%	+$55.2K	0.01%	264
2018 Q3	$24K	Buy	+471	New	+$23.6K	﹤0.01%	656
2018 Q2	–	Sell	-1,949	Closed	-$97K	–	901
2018 Q1	$97K	Buy	+1,949	New	+$98.5K	0.01%	411

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

Avantax Planning Partners's L Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Loews (L) in Q2 2026: 1,789 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in L as recently as Q4 2018.

Avantax Planning Partners first reported a position in L in Q1 2018 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Avantax Planning Partners held 1,789 shares of Loews worth $203K as of Q2 2026.
Loews was a new Avantax Planning Partners position in Q2 2026.
Loews made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #443 holding.
Avantax Planning Partners first reported a position in Loews in Q1 2018 and has held it in 4 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.