Loring Wolcott & Coolidge Fiduciary Advisors LLP Incresed Positions in Q3 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
58.4K
+ 3.42%
$153.3 - $186.58 $8.95M - $10.9M
1.77M $329M
SNPS
Synopsys Inc

Technology
81.3K
+ 36.55%
$387.78 - $645.35 $31.5M - $52.5M
304K $150M
VEEV
Veeva Systems Inc

Healthcare
33.2K
+ 5.45%
$269.2 - $297.91 $8.94M - $9.9M
643K $191M
FISV
Fiserv Inc

Technology
109K
+ 3.89%
N/A
2.92M $366M
GOOG
Alphabet Inc.

Communication Services
1.09K
+ 0.59%
$175.16 - $255.24 $192K - $279K
186K $45.2M
ASML
Asml Holding Nv

Technology
3.09K
+ 6.19%
$689.63 - $968.09 $2.13M - $2.99M
53.1K $51.4M
NXPI
Nxp Semiconductors N.V.

Technology
999
+ 0.1%
$205.16 - $239.07 $205K - $239K
972K $221M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
16.4K
+ 13.01%
$201.83 - $230.93 $3.3M - $3.78M
142K $31.6M
ABBV
Abb Vie Inc.

Healthcare
4.26K
+ 7.09%
$184.85 - $231.54 $788K - $987K
64.4K $14.9M
AVGO
Broadcom Inc.

Technology
5.79K
+ 26.29%
$264.74 - $369.57 $1.53M - $2.14M
27.8K $9.18M
LLY
Eli Lilly & CO

Healthcare
3.1K
+ 30.75%
$625.65 - $812.69 $1.94M - $2.52M
13.2K $10.1M
ADI
Analog Devices Inc

Technology
2.63K
+ 1.38%
$220.68 - $255.63 $580K - $672K
193K $47.5M
BX
Blackstone Inc.

Financial Services
11.6K
+ 1118.19%
$152.77 - $188.68 $1.77M - $2.19M
12.7K $2.16M
SHOP
Shopify Inc.

Technology
11.2K
+ 955.32%
$112.11 - $157.12 $1.26M - $1.76M
12.4K $1.84M
ABNB
Airbnb, Inc.

Consumer Cyclical
13.6K
+ 13607.0%
$118.3 - $142.16 $1.61M - $1.93M
13.7K $1.66M
SPGI
S&P Global Inc.

Financial Services
3.59K
+ 68.22%
$484.94 - $564.15 $1.74M - $2.02M
8.85K $4.31M
BAC
Bank Of America Corp

Financial Services
13.1K
+ 7.51%
$44.92 - $52.42 $589K - $687K
188K $9.69M
FNF
Fidelity National Financial, Inc.

Financial Services
20.1K
+ 745.17%
$51.22 - $61.07 $1.03M - $1.23M
22.8K $1.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.21K
+ 430.91%
$366.54 - $479.53 $1.18M - $1.54M
3.95K $1.55M
CPRT
Copart Inc

Consumer Cyclical
24.4K
+ 21593.81%
$44.6 - $49.97 $1.09M - $1.22M
24.5K $1.1M
TDG
Trans Digm Group Inc

Industrials
851
+ 311.72%
$1271.04 - $1620.83 $1.08M - $1.38M
1.12K $1.48M
SPOT
Spotify Technology S.A.

Communication Services
1.48K
+ 4234.29%
$620.01 - $738.53 $919K - $1.09M
1.52K $1.06M
CB
Chubb LTD

Financial Services
3.59K
+ 40.06%
$265.99 - $289.59 $955K - $1.04M
12.6K $3.54M
VZ
Verizon Communications Inc

Communication Services
20K
+ 253.14%
$40.84 - $45.06 $815K - $899K
27.8K $1.22M
STT
State Street Corp

Financial Services
5.44K
+ 25.33%
$102.01 - $117.25 $555K - $638K
26.9K $3.12M
OMC
Omnicom Group Inc.

Communication Services
10K
+ 1041.67%
$70.41 - $81.53 $704K - $815K
11K $893K
BDX
Becton Dickinson & CO

Healthcare
3.91K
+ 79.51%
$172.41 - $199.66 $674K - $781K
8.83K $1.65M
BSX
Boston Scientific Corp

Healthcare
8.38K
+ 679.24%
$97.03 - $108.14 $813K - $906K
9.61K $938K
CCI
Crown Castle International Corp

Real Estate
8.42K
+ 614.6%
$92.96 - $113.91 $783K - $959K
9.79K $944K
CL
Colgate Palmolive CO

Consumer Defensive
17.5K
+ 26.85%
$79.36 - $93.33 $1.39M - $1.63M
82.6K $6.6M
MDT
Medtronic PLC

Healthcare
6.59K
+ 669.04%
$87.67 - $95.74 $578K - $631K
7.58K $721K
XYL
Xylem Inc.

Industrials
3.73K
+ 92.65%
$129.67 - $147.5 $484K - $550K
7.76K $1.14M
ITW
Illinois Tool Works Inc

Industrials
459
+ 1.28%
$252.31 - $269.41 $116K - $124K
36.4K $9.49M
AME
Ametek Inc

Industrials
3K
+ 240.19%
$176.44 - $192.03 $529K - $576K
4.25K $798K
MSCI
Msci Inc.

Financial Services
1.45K
+ 4.49%
$526.48 - $588.0 $763K - $852K
33.7K $19.1M
KHC
Kraft Heinz CO

Consumer Defensive
19.6K
+ 13046.67%
$25.63 - $28.94 $502K - $566K
19.7K $513K
UNH
Unitedhealth Group Inc

Healthcare
1.3K
+ 155.45%
$237.77 - $353.61 $309K - $459K
2.13K $736K
CSL
Carlisle Companies Inc

Industrials
1.45K
+ 3910.81%
$327.52 - $435.11 $474K - $630K
1.48K $488K
HCA
Hca Healthcare, Inc.

Healthcare
1.01K
+ 502.5%
$334.32 - $426.2 $336K - $428K
1.21K $513K
ISRG
Intuitive Surgical Inc

Healthcare
2.44K
+ 35.36%
$433.66 - $544.47 $1.06M - $1.33M
9.34K $4.18M
DIS
Walt Disney CO

Communication Services
6.64K
+ 15.97%
$112.25 - $124.0 $745K - $823K
48.2K $5.52M
IEFA
Ishares Tr

ETFs
3.42K
+ 144.63%
$81.7 - $87.53 $280K - $300K
5.79K $505K
VTV
Vanguard Value ETF

ETFs
1.27K
+ 36.89%
$175.51 - $186.57 $223K - $237K
4.71K $877K
UL
Unilever PLC

Consumer Defensive
5.44K
+ 11.82%
$58.43 - $65.01 $318K - $353K
51.4K $3.05M
BKNG
Booking Holdings Inc.

Consumer Cyclical
78
+ 16.05%
$5364.25 - $5815.92 $418K - $454K
564 $3.05M
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 1.68%
$620.67 - $670.08 $34.1K - $36.9K
3.33K $2.23M
FSLR
First Solar, Inc.

Technology
91
+ 3.41%
$160.84 - $223.53 $14.6K - $20.3K
2.76K $607K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.01%
$76.33 - $82.51 $229 - $248
21.6K $1.78M
IWM
Ishares Russell 2000 ETF

ETFs
142
+ 4.44%
$214.92 - $244.84 $30.5K - $34.8K
3.34K $808K
Activity Summary
Buys All Purchases 122 New Holdings 44 Increased Positions 78 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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