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Loring Wolcott & Coolidge Fiduciary Advisors’s Generac Holdings GNRC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Hold
8,655
– – 0.02% 117
2026
Q1 		$1.79M Sell
8,655
-170
-2% -$32.6K 0.02% 127
2025
Q4 		$1.5M Sell
8,825
-255
-3% -$41.1K 0.01% 141
2025
Q3 		$1.72M Hold
9,080
– – 0.02% 132
2025
Q2 		$1.3M Sell
9,080
-418
-4% -$51K 0.01% 142
2025
Q1 		$1.05M Hold
9,498
– – 0.01% 154
2024
Q4 		$1.48M Sell
9,498
-50
-0.5% -$8.64K 0.01% 145
2024
Q3 		$1.59M Sell
9,548
-100
-1% -$14.8K 0.01% 139
2024
Q2 		$1.54M Buy
9,648
+1,019
+12% +$141K 0.01% 127
2024
Q1 		$1.16M Sell
8,629
-10,513
-55% -$1.23M 0.01% 137
2023
Q4 		$2.18M Sell
19,142
-10,469
-35% -$1.15M 0.02% 112
2023
Q3 		$2.94M Sell
29,611
-4,140
-12% -$512K 0.03% 98
2023
Q2 		$5.03M Sell
33,751
-10,836
-24% -$1.24M 0.05% 82
2023
Q1 		$4.82M Buy
44,587
+4,671
+12% +$540K 0.06% 83
2022
Q4 		$4.02M Sell
39,916
-60,994
-60% -$6.9M 0.05% 89
2022
Q3 		$18M Buy
100,910
+7,463
+8% +$1.71M 0.23% 58
2022
Q2 		$19.7M Buy
93,447
+23,625
+34% +$5.81M 0.24% 58
2022
Q1 		$20.8M Buy
69,822
+37,788
+118% +$11.3M 0.21% 58
2021
Q4 		$11.3M Buy
32,034
+27,983
+691% +$11.6M 0.1% 65
2021
Q3 		$1.66M Buy
4,051
+2,806
+225% +$1.2M 0.02% 134
2021
Q2 		$517K Buy
1,245
+632
+103% +$212K 0.01% 222
2021
Q1 		$201K Buy
613
+13
+2% +$3.83K ﹤0.01% 291
2020
Q4 		$136K Buy
+600
New +$129K ﹤0.01% 312
2014
Q3 		– Sell
-375
Closed -$18K – 601
2014
Q2 		$18K Hold
375
– – ﹤0.01% 513
2014
Q1 		$22K Hold
375
– – ﹤0.01% 486
2013
Q4 		$21K Buy
+375
New +$18.3K ﹤0.01% 465

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GNRC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Generac Holdings (GNRC) position steady in Q2 2026 at 8,655 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #117.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GNRC in Q4 2013 and has held it in 26 quarters since. The position peaked at $20.8M in Q1 2022. 612 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 8,655 shares of Generac Holdings worth $2.53M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Generac Holdings share count unchanged in Q2 2026.
  • Generac Holdings made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #117 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Generac Holdings in Q4 2013 and has held it in 26 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Generac Holdings position peaked at $20.8M in Q1 2022.
  • 612 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.