Loring Wolcott & Coolidge Fiduciary Advisors LLP Sells in Q2 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-250
- 1.71%
$50.37 - $60.97 $12.6K - $15.2K
14.4K $744K
NEE
Nextera Energy Inc

Utilities
-685
- 1.23%
$64.11 - $75.0 $43.9K - $51.4K
55.2K $3.83M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.89K
- 23.16%
$221.86 - $362.89 $418K - $684K
6.25K $1.99M
MKC
Mccormick & CO Inc

Consumer Defensive
-16
- 0.09%
$71.11 - $82.25 $1.14K - $1.32K
16.9K $1.28M
KO
Coca Cola CO

Consumer Defensive
-158
- 0.14%
$68.37 - $73.9 $10.8K - $11.7K
114K $8.07M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-100
- 2.95%
$212.1 - $244.27 $21.2K - $24.4K
3.29K $718K
ENPH
Enphase Energy, Inc.

Technology
-530
- 15.14%
$34.56 - $62.52 $18.3K - $33.1K
2.97K $117K
HCA
Hca Healthcare, Inc.

Healthcare
-300
- 60.0%
$317.61 - $387.52 $95.3K - $116K
200 $76K
GM
General Motors CO

Consumer Cyclical
-2.21K
- 31.35%
$42.48 - $50.46 $93.9K - $112K
4.84K $238K
ROST
Ross Stores, Inc.

Consumer Cyclical
-410
- 0.29%
$126.62 - $154.26 $51.9K - $63.2K
143K $18.2M
ADSK
Autodesk, Inc.

Technology
-297
- 17.87%
N/A
1.37K $335K
GDDY
Go Daddy Inc.

Technology
-370
- 1.21%
$162.11 - $192.36 $60K - $71.2K
30.2K $5.44M
SHW
Sherwin Williams CO

Basic Materials
-65
- 0.91%
$313.51 - $363.51 $20.4K - $23.6K
7.08K $2.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-750
- 13.85%
$90.56 - $109.49 $67.9K - $82.1K
4.67K $509K
JKHY
Henry Jack & Associates Inc

Technology
-60
- 0.33%
$163.54 - $186.02 $9.81K - $11.2K
18.1K $3.25M
INTC
Intel Corp

Technology
-1.54K
- 2.31%
$18.13 - $22.69 $27.8K - $34.9K
64.8K $1.45M
CMCSA
Comcast Corp

Communication Services
-475
- 1.87%
$32.84 - $36.72 $15.6K - $17.4K
24.9K $889K
SYY
Sysco Corp

Consumer Defensive
-800
- 3.58%
$68.0 - $75.91 $54.4K - $60.7K
21.6K $1.63M
ELV
Elevance Health, Inc.

Healthcare
-44
- 7.77%
$372.27 - $452.69 $16.4K - $19.9K
522 $203K
IVE
Ishares S&P 500 Value ETF

ETFs
-265
- 12.49%
$168.34 - $195.42 $44.6K - $51.8K
1.86K $362K
TXN
Texas Instruments Inc

Technology
-200
- 0.87%
N/A
22.8K $4.43M
MMM
3 M CO

Industrials
-350
- 10.32%
$126.09 - $154.15 $44.1K - $54K
3.04K $462K
EQIX
Equinix Inc

Real Estate
-27
- 3.72%
$740.07 - $914.43 $20K - $24.7K
698 $555K
ABC
Amerisourcebergen Corp

Healthcare
-175
- 1.16%
N/A
14.9K $2.75M
CTAS
Cintas Corp

Industrials
-2.55K
- 8.23%
$190.11 - $227.66 $485K - $581K
28.4K $6.34M
SHOP
Shopify Inc.

Technology
-520
- 30.68%
$76.89 - $115.35 $40K - $60K
1.18K $135K
VLO
Valero Energy Corp

Energy
-150
- 42.86%
$104.69 - $141.77 $15.7K - $21.3K
200 $26K
IWM
Ishares Russell 2000 ETF

ETFs
-354
- 9.97%
$174.82 - $215.79 $61.9K - $76.4K
3.2K $690K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-150
- 22.87%
$108.12 - $135.04 $16.2K - $20.3K
506 $68K
EBC
Eastern Bankshares, Inc.

Financial Services
-396
- 14.69%
$14.18 - $16.5 $5.62K - $6.53K
2.3K $35K
ENB
Enbridge Inc

Energy
-675
- 3.08%
$41.09 - $47.16 $27.7K - $31.8K
21.2K $962K
MCHP
Microchip Technology Inc

Technology
-708
- 37.07%
$35.34 - $71.6 $25K - $50.7K
1.2K $84K
OGN
Organon & Co.

Healthcare
-1
- 0.07%
$8.04 - $14.72 $8.04 - $14.7
1.43K $13K
ALL
Allstate Corp

Financial Services
-6
- 0.77%
$180.53 - $212.64 $1.08K - $1.28K
775 $156K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.66%
$456.3 - $540.39 $456 - $540
150 $74K
NEM
Newmont Corp

Basic Materials
-300
- 21.35%
$44.18 - $59.46 $13.3K - $17.8K
1.11K $64K
EMBC
Embecta Corp.

Healthcare
-183
- 95.81%
$9.28 - $13.3 $1.7K - $2.43K
8 $0
TDG
Trans Digm Group Inc

Industrials
-29
- 9.6%
$1231.75 - $1520.64 $35.7K - $44.1K
273 $415K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-490
- 6.08%
$51.16 - $62.02 $25.1K - $30.4K
7.57K $469K
OXYWS
Occidental Pete Corp Wt Exp 08
-218
- 19.41%
N/A
905 $0
Veralto Corporation
-15.7K
- 3.2%
N/A
474K $0
Ge Vernova Inc
-58
- 2.36%
N/A
2.4K $0
Atlassian Corp Class A
-165
- 73.33%
N/A
60 $0
Canadian Pacific Kansas City LTD
-935
- 34.31%
N/A
1.79K $0
T
At&T Inc.

Communication Services
-40
- 4.79%
$26.33 - $28.94 $1.05K - $1.16K
795 $23K
Linde PLC
-112
- 3.51%
N/A
3.08K $0
Arista Networks Inc
-9.94K
- 8.72%
N/A
104K $0
Blackrock Inc
-58
- 8.61%
N/A
616 $0
Ge Healthcare Technologies Inc
-6
- 0.39%
N/A
1.55K $0
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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