EWA
L icon

EverSource Wealth Advisors’s Loews L Stock Holding History

EverSource Wealth 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 		$250K Sell
2,207
-1,020
-32% -$111K 0.01% 901
2026
Q1 		$344K Buy
3,227
+423
+15% +$45.3K 0.01% 778
2025
Q4 		$295K Sell
2,804
-174
-6% -$18K 0.01% 764
2025
Q3 		$299K Buy
2,978
+66
+2% +$6.24K 0.01% 734
2025
Q2 		$267K Buy
2,912
+1,393
+92% +$122K 0.01% 732
2025
Q1 		$140K Buy
1,519
+361
+31% +$30.9K 0.01% 789
2024
Q4 		$98.1K Buy
1,158
+38
+3% +$3.13K 0.01% 904
2024
Q3 		$88.5K Buy
1,120
+8
+0.7% +$628 0.01% 839
2024
Q2 		$88.9K Buy
1,112
+36
+3% +$2.73K 0.01% 842
2024
Q1 		$80.8K Sell
1,076
-40
-4% -$2.96K 0.01% 793
2023
Q4 		$77.6K Buy
1,116
+68
+6% +$4.52K 0.01% 732
2023
Q3 		$66.3K Sell
1,048
-29
-3% -$1.81K 0.01% 713
2023
Q2 		$64K Buy
1,077
+4
+0.4% +$232 0.01% 739
2023
Q1 		$62.3K Hold
1,073
– – 0.01% 708
2022
Q4 		$62.6K Buy
1,073
+228
+27% +$12.7K 0.01% 665
2022
Q3 		$42K Buy
845
+418
+98% +$23.5K 0.01% 676
2022
Q2 		$26K Buy
427
+35
+9% +$2.2K 0.01% 764
2022
Q1 		$25K Buy
392
+90
+30% +$5.52K 0.01% 624
2021
Q4 		$18K Buy
+302
New +$17.1K 0.01% 731

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EverSource Wealth Advisors's L Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Loews (L) stake by 32% in Q2 2026, selling an estimated $111K and leaving 2,207 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #901.

EverSource Wealth Advisors first reported a position in L in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q1 2026. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • EverSource Wealth Advisors held 2,207 shares of Loews worth $250K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,020 Loews shares in Q2 2026, an estimated $111K.
  • Loews made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #901 holding.
  • EverSource Wealth Advisors first reported a position in Loews in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Loews position peaked at $344K in Q1 2026.
  • 780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.