Clearstead Advisors’s Loews L Stock Holding History

Clearstead Advisors’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	$157K	Buy	1,383 +1,301	+1,587%	+$141K	﹤0.01%	1128
2026 Q1	$8.75K	Sell	82 -450	-85%	-$48.2K	﹤0.01%	1621
2025 Q4	$56K	Buy	532 +288	+118%	+$29.7K	﹤0.01%	1356
2025 Q3	$24.5K	Buy	244 +103	+73%	+$9.74K	﹤0.01%	1548
2025 Q2	$12.9K	Buy	141 +139	+6,950%	+$12.2K	﹤0.01%	1795
2025 Q1	$184	Buy	+2	New	+$171	﹤0.01%	2130
2024 Q1	–	Sell	-18	Closed	-$1.25K	–	1597
2023 Q4	$1.25K	Buy	+18	New	+$1.2K	﹤0.01%	1371
2021 Q3	–	Sell	-49	Closed	-$3K	–	1341
2021 Q2	$3K	Buy	+49	New	+$2.74K	﹤0.01%	970

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

Clearstead Advisors's L Position: Q2 2026 in Review

Clearstead Advisors increased its Loews (L) stake by 1,587% in Q2 2026, buying an estimated $141K and bringing the position to 1,383 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Clearstead Advisors first reported a position in L in Q2 2021 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Clearstead Advisors held 1,383 shares of Loews worth $157K as of Q2 2026.
Clearstead Advisors bought 1,301 Loews shares in Q2 2026, an estimated $141K.
Loews made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1128 holding.
Clearstead Advisors first reported a position in Loews in Q2 2021 and has held it in 8 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.