Envestnet Portfolio Solutions’s Loews L Stock Holding History

Envestnet Portfolio Solutions’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	$209K	Buy	+1,844	New	+$200K	﹤0.01%	1349
2025 Q3	–	Sell	-32,760	Closed	-$3M	–	1530
2025 Q2	$3M	Buy	32,760 +1,800	+6%	+$158K	0.01%	462
2025 Q1	$2.85M	Sell	30,960 -1,065	-3%	-$91.1K	0.01%	496
2024 Q4	$2.71M	Sell	32,025 -409	-1%	-$33.7K	0.01%	571
2024 Q3	$2.56M	Sell	32,434 -163	-0.5%	-$12.8K	0.01%	585
2024 Q2	$2.44M	Sell	32,597 -622	-2%	-$47.1K	0.01%	580
2024 Q1	$2.6M	Sell	33,219 -9	-0%	-$665	0.01%	556
2023 Q4	$2.31M	Sell	33,228 -255	-0.8%	-$17K	0.01%	553
2023 Q3	$2.12M	Buy	+33,483	New	+$2.09M	0.01%	531

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

Envestnet Portfolio Solutions's L Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Loews (L) in Q2 2026: 1,844 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in L as recently as Q2 2025.

Envestnet Portfolio Solutions first reported a position in L in Q3 2023 and has held it in 9 quarters since. The position peaked at $3M in Q2 2025. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Envestnet Portfolio Solutions held 1,844 shares of Loews worth $209K as of Q2 2026.
Loews was a new Envestnet Portfolio Solutions position in Q2 2026.
Loews made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1349 holding.
Envestnet Portfolio Solutions first reported a position in Loews in Q3 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's Loews position peaked at $3M in Q2 2025.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.