Loring Wolcott & Coolidge Fiduciary Advisors LLP Reduced Holdings in Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.66K
- 0.14%
$375.39 - $447.2 $998K - $1.19M
1.91M $716M
TTD
Trade Desk, Inc.

Technology
-2.89K
- 0.22%
$53.59 - $126.58 $155K - $365K
1.31M $71.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.6K
- 0.3%
$190.26 - $242.06 $1.25M - $1.6M
2.2M $419M
AAPL
Apple Inc.

Technology
-15.7K
- 1.05%
$209.68 - $247.1 $3.29M - $3.88M
1.49M $330M
DHR
Danaher Corp

Healthcare
-1.7K
- 0.1%
$201.62 - $250.59 $343K - $427K
1.67M $343M
ADBE
Adobe Inc.

Technology
-631
- 0.11%
$377.84 - $464.11 $238K - $293K
587K $225M
WEX
Wex Inc.

Technology
-89.6K
- 10.15%
$148.29 - $186.78 $13.3M - $16.7M
794K $125M
CRM
Salesforce, Inc.

Technology
-1.06K
- 0.33%
$268.36 - $359.95 $283K - $380K
318K $85.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-9.62K
- 9.07%
$634.14 - $744.83 $6.1M - $7.16M
96.5K $61.2M
ALGN
Align Technology Inc

Healthcare
-15.4K
- 8.06%
$158.86 - $234.89 $2.44M - $3.61M
175K $27.8M
NKE
Nike, Inc.

Consumer Cyclical
-20.7K
- 2.55%
$63.29 - $81.72 $1.31M - $1.69M
792K $50.2M
GDDY
Go Daddy Inc.

Technology
-40.6K
- 57.07%
$172.13 - $214.35 $6.99M - $8.71M
30.6K $5.5M
CNI
Canadian National Railway CO

Industrials
-21.5K
- 1.48%
$95.46 - $106.79 $2.05M - $2.29M
1.43M $140M
LOW
Lowes Companies Inc

Consumer Cyclical
-10.2K
- 2.94%
$222.66 - $268.42 $2.27M - $2.74M
338K $78.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-36.7K
- 58.1%
$161.03 - $235.53 $5.92M - $8.65M
26.5K $4.39M
FISV
Fiserv Inc

Technology
-52.8K
- 1.87%
N/A
2.78M $348M
GOOG
Alphabet Inc.

Communication Services
-754
- 0.4%
$156.06 - $207.71 $118K - $157K
189K $29.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-64.9K
- 2.75%
$112.81 - $126.16 $7.33M - $8.19M
2.3M $280M
MRK
Merck & Co., Inc.

Healthcare
-12.9K
- 3.17%
$83.01 - $101.02 $1.07M - $1.3M
394K $35.3M
PGR
Progressive Corp

Financial Services
-24.9K
- 55.29%
$235.61 - $291.22 $5.88M - $7.26M
20.2K $5.71M
CL
Colgate Palmolive CO

Consumer Defensive
-56.9K
- 46.28%
$85.68 - $97.5 $4.87M - $5.54M
66K $6.18M
TXN
Texas Instruments Inc

Technology
-24.7K
- 51.77%
N/A
23K $4.47M
ACN
Accenture PLC

Technology
-1.92K
- 1.88%
$300.91 - $398.25 $579K - $766K
100K $31.3M
GWW
W.W. Grainger, Inc.

Industrials
-4.14K
- 60.99%
$953.54 - $1132.42 $3.94M - $4.68M
2.65K $2.61M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.68K
- 45.09%
$222.15 - $428.22 $1.48M - $2.86M
8.14K $2.11M
BDX
Becton Dickinson & CO

Healthcare
-17K
- 76.52%
$222.79 - $249.08 $3.79M - $4.24M
5.23K $1.2M
ZBRA
Zebra Technologies Corp

Technology
-7.8K
- 57.71%
$271.72 - $421.11 $2.12M - $3.28M
5.72K $1.61M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.14K
- 0.79%
$123.3 - $154.95 $140K - $176K
143K $18.3M
ABC
Amerisourcebergen Corp

Healthcare
-18K
- 54.49%
N/A
15K $2.78M
URI
United Rentals, Inc.

Industrials
-4.06K
- 58.02%
$594.17 - $789.56 $2.41M - $3.21M
2.94K $1.84M
SHW
Sherwin Williams CO

Basic Materials
-7.33K
- 50.67%
$330.16 - $365.55 $2.42M - $2.68M
7.14K $2.49M
OTIS
Otis Worldwide Corp

Industrials
-24.3K
- 55.85%
$90.77 - $104.01 $2.21M - $2.53M
19.2K $1.98M
MSCI
Msci Inc.

Financial Services
-819
- 2.45%
$541.46 - $628.34 $443K - $515K
32.6K $18.4M
FDS
Factset Research Systems Inc

Financial Services
-932
- 2.11%
$427.5 - $476.51 $398K - $444K
43.3K $19.7M
PEP
Pepsico Inc

Consumer Defensive
-7.13K
- 3.13%
$142.64 - $156.42 $1.02M - $1.12M
221K $33.1M
VTI
Vanguard Total Stock Market Et

ETFs
-2.12K
- 8.95%
$271.18 - $303.12 $576K - $644K
21.6K $5.94M
EW
Edwards Lifesciences Corp

Healthcare
-11.5K
- 21.57%
$67.95 - $76.19 $783K - $878K
41.9K $3.04M
WMT
Walmart Inc.

Consumer Defensive
-7.81K
- 8.67%
$84.5 - $105.05 $660K - $820K
82.3K $7.23M
DIS
Walt Disney CO

Communication Services
-2.47K
- 5.55%
$96.87 - $114.0 $240K - $282K
42.1K $4.16M
BALL
Ball Corp

Consumer Cyclical
-13K
- 27.11%
$49.04 - $56.53 $637K - $734K
34.9K $1.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-794
- 10.1%
$360.07 - $417.26 $286K - $331K
7.07K $2.55M
ISRG
Intuitive Surgical Inc

Healthcare
-783
- 10.19%
$476.63 - $610.45 $373K - $478K
6.9K $3.42M
MS
Morgan Stanley

Financial Services
-3.02K
- 12.32%
$111.68 - $141.08 $337K - $426K
21.5K $2.51M
DFS
Discover Financial Services

Financial Services
-3.02K
- 14.0%
$152.99 - $203.25 $462K - $614K
18.5K $3.17M
HON
Honeywell International Inc

Industrials
-1.12K
- 4.98%
$202.75 - $226.52 $228K - $255K
21.5K $4.54M
HDB
Hdfc Bank LTD

Financial Services
-14.8K
- 6.96%
$58.06 - $66.85 $857K - $987K
197K $13.1M
BAC
Bank Of America Corp

Financial Services
-690
- 0.39%
$39.61 - $47.74 $27.3K - $32.9K
176K $7.34M
TGT
Target Corp

Consumer Defensive
-1K
- 10.4%
$103.65 - $142.5 $104K - $143K
8.62K $899K
AXP
American Express CO

Financial Services
-756
- 12.26%
$255.39 - $325.87 $193K - $246K
5.41K $1.46M
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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