Plante Moran Financial Advisors’s Loews L Stock Holding History

Plante Moran Financial 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 Q2	$113	Buy	+1	New	+$108	﹤0.01%	1537
2023 Q1	–	Sell	-1	Closed	-$58	–	851
2022 Q4	$58	Buy	+1	New	+$56	﹤0.01%	841
2022 Q2	–	Sell	-43	Closed	-$3K	–	1013
2022 Q1	$3K	Sell	43 -110	-72%	-$6.74K	﹤0.01%	717
2021 Q4	$9K	Buy	153 +110	+256%	+$6.24K	﹤0.01%	700
2021 Q3	$2K	Buy	+43	New	+$2.34K	﹤0.01%	868
2016 Q3	–	Sell	-1,500	Closed	-$62K	–	964
2016 Q2	$62K	Hold	1,500	–	–	0.04%	254
2016 Q1	$57K	Hold	1,500	–	–	0.04%	244
2015 Q4	$58K	Hold	1,500	–	–	0.04%	252
2015 Q3	$54K	Hold	1,500	–	–	0.04%	248
2015 Q2	$58K	Sell	1,500 -92	-6%	-$3.74K	0.04%	269
2015 Q1	$65K	Hold	1,592	–	–	0.05%	241
2014 Q4	$67K	Hold	1,592	–	–	0.05%	233
2014 Q3	$66K	Sell	1,592 -5	-0.3%	-$215	0.06%	216
2014 Q2	$70K	Buy	1,597 +97	+6%	+$4.24K	0.06%	186
2014 Q1	$66K	Hold	1,500	–	–	0.07%	146
2013 Q4	$72K	Hold	1,500	–	–	0.04%	182
2013 Q3	$70K	Hold	1,500	–	–	0.04%	158
2013 Q2	$67K	Buy	+1,500	New	+$67.2K	0.05%	139

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

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

Plante Moran Financial Advisors's L Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Loews (L) in Q2 2026: 1 share worth $113. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in L as recently as Q4 2022.

Plante Moran Financial Advisors first reported a position in L in Q2 2013 and has held it in 18 quarters since. The position peaked at $72K in Q4 2013. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Loews worth $113 as of Q2 2026.
Loews was a new Plante Moran Financial Advisors position in Q2 2026.
Loews made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1537 holding.
Plante Moran Financial Advisors first reported a position in Loews in Q2 2013 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Loews position peaked at $72K in Q4 2013.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.