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
$453B
$2.92 Million 0.03% of portfolio
4
Q1 2025 Reduced 20.0%
$284B
$3.54 Million 0.03% of portfolio
50,964
Q2 2025 Added 0.89%
$0
$2.82 Million 0.03% of portfolio
4,986
Q1 2025 Reduced 0.89%
$50.3B
$2.89 Million 0.03% of portfolio
36,927
Q2 2025 Reduced 11.85%
$11.9B
$3.25 Million 0.03% of portfolio
18,064
Q2 2025 Reduced 0.33%
$142B
$3.83 Million 0.03% of portfolio
55,172
Q2 2025 Reduced 1.23%
$87.2B
$3.77 Million 0.03% of portfolio
17,701
Q2 2025 New
$114B
$2.6 Million 0.02% of portfolio
8,962
Q2 2025 Added 10.78%
$56.2B
$2.45 Million 0.02% of portfolio
7,476
Q3 2024 Reduced 2.48%
$66.3B
$2.19 Million 0.02% of portfolio
2,905
Q2 2025 Reduced 1.19%
$27B
$2.63 Million 0.02% of portfolio
15,846
Q2 2025 Reduced 9.53%
$139B
$2.39 Million 0.02% of portfolio
98,610
Q2 2025 Reduced 2.34%
$1.05T
$1.99 Million 0.02% of portfolio
6,254
Q2 2025 Reduced 23.16%
$51.2B
$2.75 Million 0.02% of portfolio
2,645
Q1 2025 Reduced 60.99%
$0
$2.03 Million 0.02% of portfolio
3,270
Q2 2025 Reduced 12.68%
$538B
$1.71 Million 0.02% of portfolio
1,279
Q4 2024 Reduced 0.78%
$7.84B
$1.71 Million 0.02% of portfolio
5,225
Q4 2024 Reduced 0.85%
$0
$2.65 Million 0.02% of portfolio
14,535
Q2 2025 Reduced 4.75%
$0
$1.78 Million 0.02% of portfolio
6,218
Q2 2025 Reduced 1.89%
$124B
$2.2 Million 0.02% of portfolio
840
Q2 2025 Added 11.7%
$38.4B
$2.75 Million 0.02% of portfolio
14,854
Q2 2025 Reduced 1.16%
$36B
$1.9 Million 0.02% of portfolio
19,229
Q1 2025 Reduced 55.85%
$0
$2.15 Million 0.02% of portfolio
3,787
Q2 2025 Added 0.53%
$120B
$2 Million 0.02% of portfolio
15,000
Q4 2024 New
$248B
$1.72 Million 0.02% of portfolio
5,381
Q2 2025 Reduced 0.5%
$0
$2.64 Million 0.02% of portfolio
6,228
Q2 2025 Reduced 11.88%
$110B
$2.32 Million 0.02% of portfolio
7,612
Q4 2024 Reduced 13.76%
$94.8B
$2.43 Million 0.02% of portfolio
7,075
Q2 2025 Reduced 0.91%
$179B
$2.77 Million 0.02% of portfolio
5,261
Q2 2025 Reduced 1.16%
$40.8B
$1.63 Million 0.01% of portfolio
21,556
Q2 2025 Reduced 3.58%
$10.3B
$623,000 0.01% of portfolio
2,430
Q3 2024 New
$0
$690,000 0.01% of portfolio
3,198
Q2 2025 Reduced 9.97%
$17.6B
$1.28 Million 0.01% of portfolio
16,875
Q2 2025 Reduced 0.09%
$29.3B
$744,000 0.01% of portfolio
14,376
Q2 2025 Reduced 1.71%
$84.2B
$1.3 Million 0.01% of portfolio
19,314
Q4 2024 Reduced 0.82%
$119B
$1.18 Million 0.01% of portfolio
2,539
Q2 2025 Added 0.99%
$29.3B
$839,000 0.01% of portfolio
715
Q3 2023 Reduced 33.24%
$263B
$1.16 Million 0.01% of portfolio
16,417
Q1 2025 Reduced 1.99%
$102B
$718,000 0.01% of portfolio
3,286
Q2 2025 Reduced 2.95%
$16.9B
$614,000 0.01% of portfolio
11,784
Q2 2025 Reduced 0.42%
$11.8B
$1.3 Million 0.01% of portfolio
9,080
Q2 2025 Reduced 4.4%
$44.2B
$743,000 0.01% of portfolio
7,539
Q2 2025 Reduced 12.51%
$0
$969,000 0.01% of portfolio
15,275
Q1 2025 Added 1,567.58%
$142B
$785,000 0.01% of portfolio
7,087
Q1 2025 Reduced 16.65%
$0
$1.26 Million 0.01% of portfolio
7,973
Q1 2025 Reduced 3.28%
$100B
$1.45 Million 0.01% of portfolio
64,833
Q2 2025 Reduced 2.31%
$610B
$740,000 0.01% of portfolio
3,388
Q2 2025 Reduced 4.27%
$76.4B
$1.66 Million 0.01% of portfolio
7,400
Q3 2023 Added 15.63%
$57B
$796,000 0.01% of portfolio
3,893
Q4 2024 Added 98.72%

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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