Mosley Wealth Management
L icon

Mosley Wealth Management’s Loews L Stock Holding History

Mosley Wealth Management’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
Q3 		$1.52K Hold
14
– – ﹤0.01% 528
2026
Q2 		$1.58K Buy
+14
New +$1.52K ﹤0.01% 521

Other funds holding L

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mosley Wealth Management's L Position: Q3 2026 in Review

Mosley Wealth Management held its Loews (L) position steady in Q3 2026 at 14 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Mosley Wealth Management first reported a position in L in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.58K in Q2 2026. 568 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Mosley Wealth Management held 14 shares of Loews worth $1.52K as of Q3 2026.
  • Mosley Wealth Management left its Loews share count unchanged in Q3 2026.
  • Loews made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #528 holding.
  • Mosley Wealth Management first reported a position in Loews in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Loews position peaked at $1.58K in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.