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WealthTrak Capital Management’s Loews L Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-35
Closed -$3.21K – 523
2025
Q2 		$3.21K Buy
35
+20
+133% +$1.75K ﹤0.01% 363
2025
Q1 		$1.38K Buy
15
+5
+50% +$428 ﹤0.01% 451
2024
Q4 		$847 Buy
+10
New +$824 ﹤0.01% 472

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthTrak Capital Management's L Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Loews (L) in Q3 2025, closing a stake of 35 shares — an estimated $3.21K sold.

WealthTrak Capital Management first reported a position in L in Q4 2024 and held it in 3 quarters. The position peaked at $3.21K in Q2 2025. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 35 Loews shares in Q3 2025, an estimated $3.21K.
  • WealthTrak Capital Management first reported a position in Loews in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Loews position peaked at $3.21K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.