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NorthRock Partners’s Loews L Stock Holding History

NorthRock 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
Q1 		$856K Sell
8,015
-46
-0.6% -$4.92K 0.01% 331
2025
Q4 		$849K Buy
8,061
+2,980
+59% +$308K 0.01% 299
2025
Q3 		$510K Buy
5,081
+1,559
+44% +$147K 0.01% 526
2025
Q2 		$323K Buy
3,522
+1,236
+54% +$108K 0.01% 515
2025
Q1 		$210K Buy
+2,286
New +$196K 0.01% 557

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NorthRock Partners's L Position: Q1 2026 in Review

NorthRock Partners reduced its Loews (L) stake by 0.57% in Q1 2026, selling an estimated $4.92K and leaving 8,015 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #331.

NorthRock Partners first reported a position in L in Q1 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • NorthRock Partners held 8,015 shares of Loews worth $856K as of Q1 2026.
  • NorthRock Partners sold 46 Loews shares in Q1 2026, an estimated $4.92K.
  • Loews made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #331 holding.
  • NorthRock Partners first reported a position in Loews in Q1 2025 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.