Wealth Enhancement Advisory Services
L icon

Wealth Enhancement Advisory Services’s Loews L Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.79M Buy
38,138
+19,276
+102% +$2.09M 0.01% 1178
2026
Q1 		$1.53M Sell
18,862
-5,091
-21% -$545K ﹤0.01% 1538
2025
Q4 		$2.52M Buy
23,953
+2,053
+9% +$212K ﹤0.01% 1388
2025
Q3 		$2.26M Buy
21,900
+5,692
+35% +$538K ﹤0.01% 1361
2025
Q2 		$1.5M Buy
16,208
+784
+5% +$68.8K ﹤0.01% 1512
2025
Q1 		$1.42M Buy
15,424
+938
+6% +$80.2K ﹤0.01% 1423
2024
Q4 		$1.23M Buy
14,486
+3,140
+28% +$259K ﹤0.01% 1438
2024
Q3 		$897K Sell
11,346
-306
-3% -$24K ﹤0.01% 1469
2024
Q2 		$871K Buy
11,652
+851
+8% +$64.5K ﹤0.01% 1346
2024
Q1 		$846K Sell
10,801
-177
-2% -$13.1K ﹤0.01% 1313
2023
Q4 		$764K Buy
10,978
+197
+2% +$13.1K ﹤0.01% 1276
2023
Q3 		$683K Buy
+10,781
New +$672K ﹤0.01% 1263
2018
Q2 		– Sell
-20,277
Closed -$1.02M – 179
2018
Q1 		$1.02M Sell
20,277
-10,302
-34% -$521K 0.07% 102
2017
Q4 		$1.61M Buy
+30,579
New +$1.51M 0.11% 86
2017
Q3 		– Sell
-62,330
Closed -$2.94M – 167
2017
Q2 		$2.94M Buy
+62,330
New +$2.92M 0.27% 49
2017
Q1 		– Sell
-16,270
Closed -$762K – 162
2016
Q4 		$762K Buy
+16,270
New +$714K 0.09% 112

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 40.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's L Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Loews (L) stake by 102% in Q2 2026, buying an estimated $2.09M and bringing the position to 38,138 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #1178.

Wealth Enhancement Advisory Services first reported a position in L in Q4 2016 and has held it in 16 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,138 shares of Loews worth $3.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,276 Loews shares in Q2 2026, an estimated $2.09M.
  • Loews made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1178 holding.
  • Wealth Enhancement Advisory Services first reported a position in Loews in Q4 2016 and has held it in 16 quarters since.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.