Prestige Wealth Management Group’s Loews L Stock Holding History

Prestige Wealth Management Group’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	$5.55K	Hold	49	–	–	﹤0.01%	566
2026 Q1	$5.23K	Hold	49	–	–	﹤0.01%	546
2025 Q4	$5.16K	Hold	49	–	–	﹤0.01%	571
2025 Q3	$4.92K	Hold	49	–	–	﹤0.01%	573
2025 Q2	$4.49K	Hold	49	–	–	﹤0.01%	577
2025 Q1	$4.5K	Hold	49	–	–	﹤0.01%	585
2024 Q4	$4.15K	Hold	49	–	–	﹤0.01%	648
2024 Q3	$3.87K	Hold	49	–	–	﹤0.01%	653
2024 Q2	$3.66K	Buy	49 +7	+17%	+$530	﹤0.01%	610
2024 Q1	$3.29K	Sell	42 -85	-67%	-$6.29K	﹤0.01%	661
2023 Q4	$8.84K	Buy	127 +119	+1,488%	+$7.91K	﹤0.01%	473
2023 Q3	$507	Hold	8	–	–	﹤0.01%	964
2023 Q2	$476	Hold	8	–	–	﹤0.01%	994
2023 Q1	$465	Hold	8	–	–	﹤0.01%	991
2022 Q4	$467	Hold	8	–	–	﹤0.01%	1073
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1022
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1028
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	891
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1029
2021 Q3	$0	Hold	8	–	–	﹤0.01%	1020
2021 Q2	$0	Hold	8	–	–	﹤0.01%	1002
2021 Q1	$0	Hold	8	–	–	﹤0.01%	1001
2020 Q4	$0	Sell	8 -30	-79%	-$1.21K	﹤0.01%	995
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	793
2020 Q2	$1K	Sell	38 -252	-87%	-$8.49K	﹤0.01%	794
2020 Q1	$10K	Buy	+290	New	+$13.7K	﹤0.01%	383
2019 Q1	–	Sell	-151	Closed	-$7K	–	845
2018 Q4	$7K	Buy	+151	New	+$7.12K	0.01%	510

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

Prestige Wealth Management Group's L Position: Q2 2026 in Review

Prestige Wealth Management Group held its Loews (L) position steady in Q2 2026 at 49 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Prestige Wealth Management Group first reported a position in L in Q4 2018 and has held it in 27 quarters since. The position peaked at $10K in Q1 2020. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Prestige Wealth Management Group held 49 shares of Loews worth $5.55K as of Q2 2026.
Prestige Wealth Management Group left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #566 holding.
Prestige Wealth Management Group first reported a position in Loews in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Loews position peaked at $10K in Q1 2020.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.