Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.1 Billion distributed in 619 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $937M, Mastercard Inc with a value of $790M, Intuit Inc with a value of $728M, Alphabet Inc. with a value of $537M, and Amazon Com Inc with a value of $486M.

Examining the 13F form we can see an increase of $767M in the current position value, from $10.3B to 11.1B.

Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $11.1 Billion
Technology: $4.22 Billion
Healthcare: $1.72 Billion
Consumer Cyclical: $1.22 Billion
Financial Services: $1.21 Billion
Industrials: $767 Million
Communication Services: $742 Million
Consumer Defensive: $577 Million
Real Estate: $317 Million
Other: $338 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$937 Million 8.43% of portfolio
1,882,972
Q2 2025 Reduced 1.29%
$540B
$790 Million 7.11% of portfolio
1,406,595
Q2 2025 Reduced 2.82%
$217B
$728 Million 6.55% of portfolio
923,694
Q2 2025 Reduced 1.16%
$1.16T
$537 Million 4.84% of portfolio
3,049,441
Q2 2025 Reduced 0.44%
$2.18T
$486 Million 4.37% of portfolio
2,214,778
Q2 2025 Added 0.66%
$144B
$461 Million 4.15% of portfolio
1,166,105
Q2 2025 Reduced 0.7%
$79.5B
$352 Million 3.17% of portfolio
2,811,906
Q2 2025 Added 1.28%
$145B
$331 Million 2.97% of portfolio
1,673,418
Q2 2025 Added 0.12%
$183B
$310 Million 2.79% of portfolio
301,284
Q2 2025 Reduced 0.76%
$97.8B
$308 Million 2.77% of portfolio
1,392,450
Q2 2025 Added 0.57%
$3.26T
$300 Million 2.7% of portfolio
1,463,881
Q2 2025 Reduced 1.48%
$150B
$279 Million 2.51% of portfolio
2,261,581
Q2 2025 Reduced 1.67%
$444B
$270 Million 2.43% of portfolio
1,707,217
Q2 2025 Added 9.59%
$418B
$238 Million 2.14% of portfolio
240,667
Q2 2025 Reduced 1.45%
$229B
$229 Million 2.06% of portfolio
1,684,770
Q2 2025 Reduced 0.83%
$157B
$226 Million 2.03% of portfolio
584,090
Q2 2025 Reduced 0.42%
$183B
$221 Million 1.99% of portfolio
545,537
Q2 2025 Added 4.21%
$54.7B
$212 Million 1.91% of portfolio
970,910
Q2 2025 Added 0.49%
$552B
$199 Million 1.79% of portfolio
559,462
Q2 2025 Reduced 1.79%
$124B
$197 Million 1.77% of portfolio
637,972
Q2 2025 Reduced 0.39%
$39.5B
$175 Million 1.58% of portfolio
609,377
Q2 2025 Added 6.13%
$69B
$169 Million 1.52% of portfolio
1,415,886
Q2 2025 Reduced 0.07%
$1.72T
$163 Million 1.46% of portfolio
220,562
Q2 2025 Reduced 0.51%
$63.8B
$148 Million 1.33% of portfolio
1,425,079
Q2 2025 Reduced 0.5%
$91.8B
$146 Million 1.31% of portfolio
209,040
Q2 2025 Reduced 0.24%
$57B
$122 Million 1.1% of portfolio
215,824
Q2 2025 Reduced 2.87%
$22.1B
$121 Million 1.09% of portfolio
1,256,738
Q2 2025 Reduced 1.66%
$96.1B
$114 Million 1.03% of portfolio
222,440
Q2 2025 Added 12.9%
$7.43B
$113 Million 1.02% of portfolio
768,238
Q2 2025 Reduced 3.23%
$611B
$103 Million 0.93% of portfolio
212,953
Q2 2025 Reduced 3.16%
$395B
$94.5 Million 0.85% of portfolio
257,852
Q2 2025 Added 1.42%
$38.9B
$94 Million 0.85% of portfolio
1,306,115
Q2 2025 Reduced 0.25%
$254B
$88.9 Million 0.8% of portfolio
488,338
Q2 2025 Reduced 0.73%
$247B
$86.7 Million 0.78% of portfolio
318,101
Q2 2025 Reduced 0.06%
$103B
$78.2 Million 0.7% of portfolio
853,257
Q2 2025 Reduced 0.74%
$147B
$74.2 Million 0.67% of portfolio
334,635
Q2 2025 Reduced 0.85%
$53.4B
$70.6 Million 0.64% of portfolio
131,683
Q2 2025 Reduced 1.56%
$6.42B
$66.6 Million 0.6% of portfolio
739,269
Q2 2025 Added 1,310.07%
$357B
$64.7 Million 0.58% of portfolio
405,934
Q2 2025 Reduced 0.28%
$41B
$62.8 Million 0.57% of portfolio
258,455
Q2 2025 Reduced 1.19%
$137B
$55.6 Million 0.5% of portfolio
241,561
Q2 2025 Reduced 0.41%
$93.7B
$53.3 Million 0.48% of portfolio
750,858
Q2 2025 Reduced 5.14%
$61.1B
$52.5 Million 0.47% of portfolio
99,913
Q2 2025 Added 3.57%
$114B
$45.4 Million 0.41% of portfolio
190,854
Q2 2025 Reduced 0.01%
$447B
$41 Million 0.37% of portfolio
380,781
Q2 2025 Reduced 1.08%
$446B
$41.2 Million 0.37% of portfolio
269,734
Q2 2025 Reduced 1.0%
$165B
$39.6 Million 0.36% of portfolio
248,833
Q2 2025 Added 0.24%
$274B
$40.1 Million 0.36% of portfolio
49,981
Q2 2025 Added 9.5%
$220B
$34.8 Million 0.31% of portfolio
119,141
Q2 2025 Reduced 0.74%

Summary

  • Portfolio
  • No. of Stocks 619
  • Current Value $11.1 Billion
  • Prior Value $10.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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