OneDigital Investment Advisors’s Loews L Stock Holding History

OneDigital Investment Advisors’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	–	Sell	-2,420	Closed	-$255K	–	1549
2025 Q4	$255K	Sell	2,420 -53	-2%	-$5.47K	﹤0.01%	1306
2025 Q3	$248K	Buy	2,473 +4	+0.2%	+$378	﹤0.01%	1299
2025 Q2	$226K	Buy	2,469 +29	+1%	+$2.54K	﹤0.01%	1324
2025 Q1	$224K	Buy	+2,440	New	+$209K	﹤0.01%	1280
2019 Q3	–	Sell	-200	Closed	-$11K	–	880
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	924
2019 Q1	$10K	Sell	200 -70	-26%	-$3.31K	﹤0.01%	875
2018 Q4	$12K	Hold	270	–	–	﹤0.01%	817
2018 Q3	$14K	Hold	270	–	–	﹤0.01%	763
2018 Q2	$13K	Hold	270	–	–	﹤0.01%	966
2018 Q1	$13K	Hold	270	–	–	﹤0.01%	966
2017 Q4	$14K	Sell	270 -80	-23%	-$3.95K	﹤0.01%	906
2017 Q3	$17K	Hold	350	–	–	0.01%	696
2017 Q2	$16K	Buy	+350	New	+$16.4K	﹤0.01%	823

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 $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

OneDigital Investment Advisors's L Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Loews (L) in Q1 2026, closing a stake of 2,420 shares — an estimated $255K sold.

OneDigital Investment Advisors first reported a position in L in Q2 2017 and held it in 13 quarters. The position peaked at $255K in Q4 2025. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

OneDigital Investment Advisors reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 2,420 Loews shares in Q1 2026, an estimated $255K.
OneDigital Investment Advisors first reported a position in Loews in Q2 2017 and held it in 13 quarters.
OneDigital Investment Advisors's Loews position peaked at $255K in Q4 2025.
774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.