Turtle Creek Wealth Advisors’s Loews L Stock Holding History

Turtle Creek Wealth 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	$737K	Buy	6,510 +177	+3%	+$19.2K	0.04%	205
2026 Q1	$676K	Buy	6,333 +150	+2%	+$16.1K	0.05%	185
2025 Q4	$651K	Buy	6,183 +1,443	+30%	+$149K	0.05%	203
2025 Q3	$476K	Buy	4,740 +978	+26%	+$92.4K	0.04%	217
2025 Q2	$345K	Buy	+3,762	New	+$330K	0.04%	205
2024 Q4	–	Sell	-2,821	Closed	-$223K	–	123
2024 Q3	$223K	Buy	2,821 +1	+0%	+$78	0.04%	166
2024 Q2	$211K	Buy	2,820 +22	+0.8%	+$1.67K	0.05%	148
2024 Q1	$219K	Hold	2,798	–	–	0.05%	140
2023 Q4	$195K	Buy	+2,798	New	+$186K	0.06%	149

Other funds holding L

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Turtle Creek Wealth Advisors's L Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Loews (L) stake by 2.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 6,510 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #205.

Turtle Creek Wealth Advisors first reported a position in L in Q4 2023 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold L as of Q2 2026.

Turtle Creek Wealth Advisors held 6,510 shares of Loews worth $737K as of Q2 2026.
Turtle Creek Wealth Advisors bought 177 Loews shares in Q2 2026, an estimated $19.2K.
Loews made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #205 holding.
Turtle Creek Wealth Advisors first reported a position in Loews in Q4 2023 and has held it in 9 quarters since.
325 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.