True Wealth Design
L icon

True Wealth Design’s Loews L Stock Holding History

True Wealth Design’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
Q3 		$29K Sell
278
-21
-7% -$2.35K 0.01% 705
2026
Q2 		$33.8K Buy
299
+169
+130% +$18.3K 0.01% 631
2026
Q1 		$13.9K Buy
130
+10
+8% +$1.07K ﹤0.01% 859
2025
Q4 		$12.7K Hold
120
– – ﹤0.01% 772
2025
Q3 		$12.1K Buy
120
+71
+145% +$6.71K ﹤0.01% 768
2025
Q2 		$4.49K Buy
49
+17
+53% +$1.49K ﹤0.01% 851
2025
Q1 		$2.94K Buy
+32
New +$2.74K ﹤0.01% 872
2023
Q2 		– Sell
-12
Closed -$697 – 835
2023
Q1 		$697 Buy
+12
New +$711 ﹤0.01% 459

Other funds holding L

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Walleye Partners
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's L Position: Q3 2026 in Review

True Wealth Design reduced its Loews (L) stake by 7% in Q3 2026, selling an estimated $2.35K and leaving 278 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #705.

True Wealth Design first reported a position in L in Q1 2023 and has held it in 8 quarters since. The position peaked at $33.8K in Q2 2026. 114 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • True Wealth Design held 278 shares of Loews worth $29K as of Q3 2026.
  • True Wealth Design sold 21 Loews shares in Q3 2026, an estimated $2.35K.
  • Loews made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #705 holding.
  • True Wealth Design first reported a position in Loews in Q1 2023 and has held it in 8 quarters since.
  • True Wealth Design's Loews position peaked at $33.8K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.