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Wealthspire Advisors (New York)’s Loews L Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-3,522
Closed -$371K – 1029
2025
Q4 		$371K Buy
3,522
+961
+38% +$99.2K ﹤0.01% 716
2025
Q3 		$257K Sell
2,561
-403
-14% -$38.1K ﹤0.01% 721
2025
Q2 		$272K Sell
2,964
-734
-20% -$64.4K ﹤0.01% 699
2025
Q1 		$340K Sell
3,698
-95
-3% -$8.13K ﹤0.01% 611
2024
Q4 		$321K Buy
3,793
+394
+12% +$32.5K ﹤0.01% 634
2024
Q3 		$269K Buy
3,399
+3
+0.1% +$235 ﹤0.01% 643
2024
Q2 		$254K Sell
3,396
-240
-7% -$18.2K ﹤0.01% 574
2024
Q1 		$285K Sell
3,636
-485
-12% -$35.9K ﹤0.01% 532
2023
Q4 		$287K Buy
4,121
+468
+13% +$31.1K ﹤0.01% 536
2023
Q3 		$231K Sell
3,653
-2,493
-41% -$155K ﹤0.01% 534
2023
Q2 		$365K Sell
6,146
-1
-0% -$58 0.01% 423
2023
Q1 		$357K Buy
6,147
+1,098
+22% +$65.1K 0.01% 409
2022
Q4 		$295K Buy
+5,049
New +$281K 0.01% 460
2022
Q3 		– Sell
-3,375
Closed -$200K – 532
2022
Q2 		$200K Hold
3,375
– – ﹤0.01% 469
2022
Q1 		$219K Buy
+3,375
New +$207K ﹤0.01% 404
2019
Q1 		– Sell
-159
Closed -$7K – 459
2018
Q4 		$7K Buy
+159
New +$7.49K ﹤0.01% 586

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s L Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Loews (L) in Q1 2026, closing a stake of 3,522 shares — an estimated $371K sold.

Wealthspire Advisors (New York) first reported a position in L in Q4 2018 and held it in 16 quarters. The position peaked at $371K in Q4 2025. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,522 Loews shares in Q1 2026, an estimated $371K.
  • Wealthspire Advisors (New York) first reported a position in Loews in Q4 2018 and held it in 16 quarters.
  • Wealthspire Advisors (New York)'s Loews position peaked at $371K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.