Evolve Private Wealth’s Loews L Stock Holding History

Evolve Private 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	-3,917	Closed	-$418K	–	1139
2026 Q1	$418K	Buy	3,917 +21	+0.5%	+$2.25K	0.02%	658
2025 Q4	$410K	Buy	+3,896	New	+$402K	0.02%	613

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 40.91% 1-Year Est. Return

Evolve Private Wealth's L Position: Q2 2026 in Review

Evolve Private Wealth sold out of Loews (L) in Q2 2026, closing a stake of 3,917 shares — an estimated $418K sold.

Evolve Private Wealth first reported a position in L in Q4 2025 and held it in 2 quarters. The position peaked at $418K in Q1 2026. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Evolve Private Wealth reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,917 Loews shares in Q2 2026, an estimated $418K.
Evolve Private Wealth first reported a position in Loews in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Loews position peaked at $418K in Q1 2026.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.