Grufity logo
Grufity logo

Latest LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Stock Portfolio

$10.30Billion | No. of Holdings #564

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Performance

2026 Q2+3.08%
YTD-6.32%
2025-2.04%

About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M and 13F Hedge Fund Stock Holdings

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a hedge fund based in Boston, MA. On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported an equity portfolio of $10.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA are GOOG, MA, MSFT. The fund has invested 9.8% of it's portfolio in ALPHABET INC and 6.9% of portfolio in MASTERCARD INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC COM (HON), RENAISSANCERE HOLDINGS LTD (RNR) and WOODWARD INC COM (WWD) stocks. They significantly reduced their stock positions in BOOKING HOLDINGS INC (BKNG), CROWN CASTLE INTL CORP (CCI) and ISHARES (IJR). LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA opened new stock positions in WISE PLC, HONEYWELL INTL INC COM (HON) and MITSUBISHI UFJ FINANCIAL GROUP (MUFG). The fund showed a lot of confidence in some stocks as they added substantially to ASTRAZENECA PLC, BAKER HUGHES COMPANY (BKR) and ISHARES (IJR).
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$10.30Billion
  as of Jul 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Annual Return Estimates Vs S&P 500

Our best estimate is that LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA made a return of 3.08% in the last quarter. In trailing 12 months, it's portfolio return was -7.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
wise plc52,148,600
honeywell intl inc com2,301,690
honeywell aerospace inc2,272,700
mitsubishi ufj financial group994,500
dupont de nemours inc773,826
hsbc holdings plc760,720
invesco744,242
ishares566,325
New stocks bought by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Additions

Ticker% Inc.
astrazeneca plc12,631
baker hughes company3,722
ishares1,966
quest diagnostics inc1,364
welltower inc1,071
spdr800
vanguard700
vanguard500
Additions to existing portfolio by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Reductions

Ticker% Reduced
booking holdings inc-95.86
crown castle intl corp-95.4
ishares-89.55
penumbra inc-88.07
medtronic plc-87.13
ametek inc new-71.16
novo-nordisk a/s adr-65.71
roper industries inc-64.56
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M reduced stake in above stock

Sold off

None of the stocks were completely sold off by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Sector Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 28% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Others
  • Industrials
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Technology28
Healthcare15.3
Consumer Cyclical12.5
Communication Services12
Financial Services9.6
Others7
Industrials5.6
Consumer Defensive5.1
Energy2.5
Real Estate1.9

Market Cap. Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 91% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP51.1
LARGE-CAP39.9
UNALLOCATED7
MID-CAP1.9

Stocks belong to which Index?

About 89.3% of the stocks held by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50089.3
Others10.4
Top 5 Winners (%)%
BKNG
booking holdings inc
1285.5 %
DELL
dell technologies inc
142.7 %
arm holdings plc
138.1 %
MRVL
marvell technology inc
129.5 %
INTC
intel corp
114.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
114.6 M
NXPI
nxp semiconductors
73.6 M
AAPL
apple inc
41.5 M
QCOM
qualcomm inc
34.9 M
BKNG
booking holdings inc
31.4 M
Top 5 Losers (%)%
VAW
vanguard
-74.6 %
VB
vanguard
-71.8 %
VB
vanguard
-62.6 %
IJR
ishares
-62.6 %
CAR
avis budget group inc
-50.7 %
Top 5 Losers ($)$
INTU
intuit
-92.4 M
SYK
stryker corp
-28.0 M
TJX
tjx companies inc
-21.0 M
AMT
american tower corp
-18.5 M
META
meta platforms inc cl a
-17.9 M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has 564 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA last quarter.

$10.30BTotal Value
500Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0.01%14,359
$1.10M
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%2,402
$342.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%749
$93.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%1,271
$66.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%276
$33.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%160
$25.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%230
$18.9K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0.01%5,105
$586.0K
0.01%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0%3,600
$194.2K
0%
unchanged 0 percentunchanged