CWM
L icon

Centricity Wealth Management’s Loews L Stock Holding History

Centricity Wealth 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
2025
Q2 		$1.56K Hold
17
– – ﹤0.01% 415
2025
Q1 		$1.56K Hold
17
– – ﹤0.01% 424
2024
Q4 		$1.44K Buy
+17
New +$1.4K ﹤0.01% 431

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

Centricity Wealth Management's L Position: Q2 2025 in Review

Centricity Wealth Management held its Loews (L) position steady in Q2 2025 at 17 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Centricity Wealth Management first reported a position in L in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.56K in Q1 2025. 653 funds tracked by Wall St. Rank hold L as of Q2 2025.

  • Centricity Wealth Management held 17 shares of Loews worth $1.56K as of Q2 2025.
  • Centricity Wealth Management left its Loews share count unchanged in Q2 2025.
  • Loews made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #415 holding.
  • Centricity Wealth Management first reported a position in Loews in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Loews position peaked at $1.56K in Q1 2025.
  • 653 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.