Loring Wolcott & Coolidge Fiduciary Advisors LLP New Holdings in Q3 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GIL
Gildan Activewear Inc.

Consumer Cyclical
26.5K
New
$49.08 - $57.8 $1.3M - $1.53M
26.5K $1.53M
FICO
Fair Isaac Corp

Technology
779
New
$1311.26 - $1869.83 $1.02M - $1.46M
779 $1.17M
OTEX
Open Text Corp

Technology
28K
New
$27.93 - $38.16 $783K - $1.07M
28K $1.05M
AER
Aer Cap Holdings N.V.

Industrials
8.44K
New
$107.25 - $124.42 $905K - $1.05M
8.44K $1.02M
RNR
Renaissancere Holdings LTD

Financial Services
3.96K
New
$231.95 - $253.93 $919K - $1.01M
3.96K $1.01M
SCHW
Schwab Charles Corp

Financial Services
10.1K
New
$91.03 - $98.69 $918K - $995K
10.1K $962K
WMG
Warner Music Group Corp.

Communication Services
25.9K
New
$27.83 - $34.24 $721K - $887K
25.9K $882K
XLV
Select Sector Spdr Fund Health

ETFs
5.7K
New
$129.01 - $139.72 $735K - $796K
5.7K $793K
ACGL
Arch Capital Group Ltd.

Financial Services
8.73K
New
$85.61 - $93.54 $747K - $817K
8.73K $792K
C
Citigroup Inc

Financial Services
6.89K
New
$85.57 - $103.49 $590K - $713K
6.89K $699K
WWD
Woodward, Inc.

Industrials
2.66K
New
$237.33 - $266.1 $631K - $708K
2.66K $672K
HBI
Hanesbrands Inc.

Consumer Cyclical
95K
New
$4.07 - $6.59 $387K - $626K
95K $626K
HAS
Hasbro, Inc.

Consumer Cyclical
7.8K
New
$73.92 - $81.85 $577K - $638K
7.8K $591K
LKQ
Lkq Corp

Consumer Cyclical
19.3K
New
$29.24 - $39.21 $563K - $755K
19.3K $588K
RS
Reliance Steel & Aluminum CO

Basic Materials
2K
New
$277.33 - $343.66 $555K - $687K
2K $561K
XPO
Xpo Logistics, Inc.

Industrials
4.32K
New
$118.79 - $138.31 $513K - $597K
4.32K $558K
CBRE
Cbre Group, Inc.

Real Estate
3.13K
New
$137.04 - $165.9 $429K - $519K
3.13K $493K
KMX
Carmax Inc

Consumer Cyclical
10.7K
New
$44.86 - $71.57 $480K - $765K
10.7K $479K
ALLE
Allegion PLC

Industrials
2.64K
New
$145.55 - $179.33 $384K - $473K
2.64K $468K
SWK
Stanley Black & Decker, Inc.

Industrials
6K
New
$66.98 - $79.52 $402K - $477K
6K $445K
INGR
Ingredion Inc

Consumer Defensive
3.3K
New
$121.01 - $138.21 $399K - $456K
3.3K $402K
WMB
Williams Companies, Inc.

Energy
6.25K
New
$56.52 - $64.01 $353K - $400K
6.25K $395K
XRAY
Dentsply Sirona Inc.

Healthcare
27K
New
$12.37 - $16.85 $334K - $455K
27K $342K
AR
Antero Resources Corp

Energy
10K
New
$29.87 - $37.66 $299K - $377K
10K $335K
CNQ
Canadian Natural Resources LTD

Energy
10K
New
$29.31 - $32.93 $293K - $329K
10K $319K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
500
New
$287.52 - $458.66 $144K - $229K
500 $229K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
5.03K
New
$24.04 - $27.04 $121K - $136K
5.03K $133K
EXPD
Expeditors International Of Washington Inc

Industrials
633
New
$111.37 - $124.95 $70.5K - $79.1K
633 $77K
IEMG
Ishares Inc

ETFs
1.4K
New
N/A
1.4K $74K
XLI
Industrial Sector Spdr

ETFs
486
New
$147.94 - $154.99 $71.9K - $75.3K
486 $74K
MGV
Vanguard Mega Cap Value

ETFs
393
New
$129.46 - $137.85 $50.9K - $54.2K
393 $54K
VOE
Vanguard Mid Cap Value Index F

ETFs
296
New
$164.63 - $174.58 $48.7K - $51.7K
296 $51K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.34K
New
$13.69 - $15.48 $32K - $36.2K
2.34K $32K
CME
Cme Group Inc.

Financial Services
100
New
$258.83 - $287.1 $25.9K - $28.7K
100 $27K
XCEM
Columbia ETF Tr Ii

ETFs
600
New
$33.85 - $36.86 $20.3K - $22.1K
600 $21K
Ralliant Corporation
1.58K
New
N/A
1.58K $0
Sharkninja Inc
1K
New
N/A
1K $0
Labcorp Holdings Inc
3.37K
New
N/A
3.37K $0
Chargepoint Holdings Inc
45
New
N/A
45 $0
Ul Solutions Inc Cl A
2K
New
N/A
2K $0
Rb Global Inc
9.33K
New
N/A
9.33K $0
Brookfield Asset Management LTD
5.73K
New
N/A
5.73K $0
Brookfield Corporation
17.5K
New
N/A
17.5K $0
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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