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 Q2	–	Sell	-8,015	Closed	-$856K	–	714
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 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 $3.37T AUM 44.26% 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

NorthRock Partners's L Position: Q2 2026 in Review

NorthRock Partners sold out of Loews (L) in Q2 2026, closing a stake of 8,015 shares — an estimated $856K sold.

NorthRock Partners first reported a position in L in Q1 2025 and held it in 5 quarters. The position peaked at $856K in Q1 2026. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

NorthRock Partners reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 8,015 Loews shares in Q2 2026, an estimated $856K.
NorthRock Partners first reported a position in Loews in Q1 2025 and held it in 5 quarters.
NorthRock Partners's Loews position peaked at $856K in Q1 2026.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.