Fidelis Capital Partners’s Loews L Stock Holding History

Fidelis Capital Partners’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	-5,294	Closed	-$565K	–	546
2026 Q1	$565K	Buy	5,294 +57	+1%	+$6.1K	0.04%	304
2025 Q4	$552K	Buy	5,237 +61	+1%	+$6.3K	0.04%	294
2025 Q3	$520K	Buy	5,176 +34	+0.7%	+$3.21K	0.04%	295
2025 Q2	$484K	Buy	5,142 +58	+1%	+$5.09K	0.04%	269
2025 Q1	$434K	Sell	5,084 -70	-1%	-$5.99K	0.05%	265
2024 Q4	$440K	Buy	+5,154	New	+$425K	0.04%	273

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

Fidelis Capital Partners's L Position: Q2 2026 in Review

Fidelis Capital Partners sold out of Loews (L) in Q2 2026, closing a stake of 5,294 shares — an estimated $565K sold.

Fidelis Capital Partners first reported a position in L in Q4 2024 and held it in 6 quarters. The position peaked at $565K in Q1 2026. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Fidelis Capital Partners reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Fidelis Capital Partners sold 5,294 Loews shares in Q2 2026, an estimated $565K.
Fidelis Capital Partners first reported a position in Loews in Q4 2024 and held it in 6 quarters.
Fidelis Capital Partners's Loews position peaked at $565K in Q1 2026.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.