Curio Wealth’s Loews L Stock Holding History

Curio Wealth’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	–	Sell	-5	Closed	-$534	–	655
2026 Q1	$534	Buy	+5	New	+$535	﹤0.01%	494
2025 Q1	–	Sell	-1,260	Closed	-$107K	–	398
2024 Q4	$107K	Buy	+1,260	New	+$104K	0.06%	92

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 $3.38T AUM 44.17% 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

Curio Wealth's L Position: Q2 2026 in Review

Curio Wealth sold out of Loews (L) in Q2 2026, closing a stake of 5 shares — an estimated $534 sold.

Curio Wealth first reported a position in L in Q4 2024 and held it in 2 quarters. The position peaked at $107K in Q4 2024. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Curio Wealth reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Loews shares in Q2 2026, an estimated $534.
Curio Wealth first reported a position in Loews in Q4 2024 and held it in 2 quarters.
Curio Wealth's Loews position peaked at $107K in Q4 2024.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.