TWD
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
Q2 		$33.9K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

True Wealth Design's L Position: Q2 2026 in Review

True Wealth Design increased its Loews (L) stake by 130% in Q2 2026, buying an estimated $18.3K and bringing the position to 299 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #631.

True Wealth Design first reported a position in L in Q1 2023 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • True Wealth Design held 299 shares of Loews worth $33.9K as of Q2 2026.
  • True Wealth Design bought 169 Loews shares in Q2 2026, an estimated $18.3K.
  • Loews made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #631 holding.
  • True Wealth Design first reported a position in Loews in Q1 2023 and has held it in 7 quarters since.
  • 784 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.