United Capital Financial Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $810K | Buy |
7,151
+146
| +2% | +$15.8K | ﹤0.01% | 885 |
|
|
2026
Q1 | $748K | Buy |
7,005
+809
| +13% | +$86.6K | ﹤0.01% | 884 |
|
|
2025
Q4 | $653K | Buy |
6,196
+383
| +7% | +$39.5K | ﹤0.01% | 869 |
|
|
2025
Q3 | $584K | Buy |
5,813
+225
| +4% | +$21.3K | ﹤0.01% | 815 |
|
|
2025
Q2 | $512K | Buy |
5,588
+474
| +9% | +$41.6K | ﹤0.01% | 771 |
|
|
2025
Q1 | $470K | Sell |
5,114
-83
| -2% | -$7.1K | ﹤0.01% | 764 |
|
|
2024
Q4 | $440K | Buy |
5,197
+343
| +7% | +$28.3K | ﹤0.01% | 769 |
|
|
2024
Q3 | $384K | Sell |
4,854
-111
| -2% | -$8.71K | ﹤0.01% | 798 |
|
|
2024
Q2 | $371K | Sell |
4,965
-64
| -1% | -$4.85K | ﹤0.01% | 785 |
|
|
2024
Q1 | $394K | Sell |
5,029
-984
| -16% | -$72.8K | ﹤0.01% | 797 |
|
|
2023
Q4 | $418K | Buy |
+6,013
| New | +$400K | ﹤0.01% | 773 |
|
|
2023
Q1 | – | Sell |
-6,849
| Closed | -$400K | – | 1022 |
|
|
2022
Q4 | $400K | Buy |
6,849
+183
| +3% | +$10.2K | ﹤0.01% | 799 |
|
|
2022
Q3 | $332K | Sell |
6,666
-56
| -0.8% | -$3.14K | ﹤0.01% | 878 |
|
|
2022
Q2 | $398K | Sell |
6,722
-14
| -0.2% | -$881 | ﹤0.01% | 852 |
|
|
2022
Q1 | $437K | Buy |
6,736
+113
| +2% | +$6.93K | ﹤0.01% | 876 |
|
|
2021
Q4 | $383K | Sell |
6,623
-363
| -5% | -$20.6K | ﹤0.01% | 940 |
|
|
2021
Q3 | $377K | Sell |
6,986
-471
| -6% | -$25.6K | ﹤0.01% | 941 |
|
|
2021
Q2 | $408K | Buy |
7,457
+665
| +10% | +$37.2K | ﹤0.01% | 924 |
|
|
2021
Q1 | $348K | Buy |
6,792
+161
| +2% | +$7.84K | ﹤0.01% | 949 |
|
|
2020
Q4 | $299K | Buy |
6,631
+45
| +0.7% | +$1.81K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $229K | Buy |
6,586
+13
| +0.2% | +$466 | ﹤0.01% | 1038 |
|
|
2020
Q2 | $225K | Sell |
6,573
-610
| -8% | -$20.6K | ﹤0.01% | 1068 |
|
|
2020
Q1 | $250K | Sell |
7,183
-1,930
| -21% | -$91K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $478K | Buy |
9,113
+1,424
| +19% | +$71.8K | ﹤0.01% | 1009 |
|
|
2019
Q3 | $396K | Buy |
7,689
+3,882
| +102% | +$200K | ﹤0.01% | 1015 |
|
|
2019
Q2 | $208K | Sell |
3,807
-216,467
| -98% | -$11.1M | ﹤0.01% | 1355 |
|
|
2019
Q1 | $10.6M | Buy |
+220,274
| New | +$10.4M | 0.07% | 285 |
|
|
2018
Q4 | – | Sell |
-4,060
| Closed | -$204K | – | 1339 |
|
|
2018
Q3 | $204K | Sell |
4,060
-1,244
| -23% | -$62.4K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $256K | Buy |
+5,304
| New | +$267K | ﹤0.01% | 1149 |
|
Other funds holding L
United Capital Financial Advisors's L Position: Q2 2026 in Review
United Capital Financial Advisors increased its Loews (L) stake by 2.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 7,151 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #885.
United Capital Financial Advisors first reported a position in L in Q2 2018 and has held it in 29 quarters since. The position peaked at $10.6M in Q1 2019. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.
- United Capital Financial Advisors held 7,151 shares of Loews worth $810K as of Q2 2026.
- United Capital Financial Advisors bought 146 Loews shares in Q2 2026, an estimated $15.8K.
- Loews made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #885 holding.
- United Capital Financial Advisors first reported a position in Loews in Q2 2018 and has held it in 29 quarters since.
- United Capital Financial Advisors's Loews position peaked at $10.6M in Q1 2019.
- 782 funds tracked by Wall St. Rank held Loews as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.