Live Oak Private Wealth’s Labcorp LH Stock Holding History

Live Oak Private Wealth’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$292K	Hold	949	–	–	0.04%	176
2026 Q2	$266K	Hold	949	–	–	0.03%	183
2026 Q1	$253K	Hold	949	–	–	0.04%	181
2025 Q4	$238K	Hold	949	–	–	0.03%	181
2025 Q3	$272K	Hold	949	–	–	0.04%	165
2025 Q2	$249K	Hold	949	–	–	0.04%	167
2025 Q1	$221K	Hold	949	–	–	0.04%	172
2024 Q4	$218K	Sell	949 -51	-5%	-$11.7K	0.04%	170
2024 Q3	$223K	Hold	1,000	–	–	0.04%	162
2024 Q2	$204K	Hold	1,000	–	–	0.04%	164
2024 Q1	$218K	Hold	1,000	–	–	0.04%	157
2023 Q4	$227K	Hold	1,000	–	–	0.04%	150
2023 Q3	$201K	Sell	1,000 -164	-14%	-$34.6K	0.04%	149
2023 Q2	$241K	Hold	1,164	–	–	0.05%	141
2023 Q1	$229K	Hold	1,164	–	–	0.05%	146
2022 Q4	$235K	Hold	1,164	–	–	0.05%	150
2022 Q3	$205K	Sell	1,164 -21	-2%	-$4.3K	0.05%	161
2022 Q2	$239K	Hold	1,185	–	–	0.05%	155
2022 Q1	$268K	Hold	1,185	–	–	0.05%	150
2021 Q4	$320K	Hold	1,185	–	–	0.06%	150
2021 Q3	$287K	Hold	1,185	–	–	0.06%	152
2021 Q2	$281K	Buy	1,185 +21	+2%	+$4.78K	0.06%	141
2021 Q1	$255K	Hold	1,164	–	–	0.06%	139
2020 Q4	$204K	Buy	+1,164	New	+$201K	0.06%	140

Other funds holding LH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Live Oak Private Wealth's LH Position: Q3 2026 in Review

Live Oak Private Wealth held its Labcorp (LH) position steady in Q3 2026 at 949 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #176.

Live Oak Private Wealth first reported a position in LH in Q4 2020 and has held it in 24 quarters since. The position peaked at $320K in Q4 2021. 925 funds tracked by Wall St. Rank hold LH as of Q3 2026.

Live Oak Private Wealth held 949 shares of Labcorp worth $292K as of Q3 2026.
Live Oak Private Wealth left its Labcorp share count unchanged in Q3 2026.
Labcorp made up 0.04% of Live Oak Private Wealth's portfolio in Q3 2026, its #176 holding.
Live Oak Private Wealth first reported a position in Labcorp in Q4 2020 and has held it in 24 quarters since.
Live Oak Private Wealth's Labcorp position peaked at $320K in Q4 2021.
925 funds tracked by Wall St. Rank held Labcorp as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.