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
Concentra Group
-330
- 0.41%
N/A
79.4K $0
D
Dominion Energy, Inc

Utilities
-10
- 0.32%
$49.66 - $58.0 $497 - $580
3.16K $178K
CEG
Constellation Energy Corp

Utilities
-346
- 36.97%
$170.96 - $322.76 $59.2K - $112K
590 $190K
KD
Kyndryl Holdings, Inc.

Technology
-185
- 18.26%
$27.77 - $41.96 $5.14K - $7.76K
828 $34K
SRE
Sempra Energy

Utilities
-12
- 1.48%
$63.78 - $78.91 $765 - $947
800 $60K
SEDG
Solaredge Technologies, Inc.

Technology
-15
- 1.06%
$11.58 - $23.98 $174 - $360
1.4K $28K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-305
- 5.36%
$73.7 - $90.98 $22.5K - $27.7K
5.38K $489K
WFC
Wells Fargo & Company

Financial Services
-216
- 4.93%
$60.98 - $80.12 $13.2K - $17.3K
4.17K $333K
XYL
Xylem Inc.

Industrials
-132
- 3.17%
$102.86 - $129.5 $13.6K - $17.1K
4.03K $520K
CTVA
Corteva, Inc.

Basic Materials
-1.43K
- 12.09%
$55.52 - $74.53 $79.5K - $107K
10.4K $776K
MCO
Moodys Corp

Financial Services
-70
- 3.41%
$396.7 - $501.59 $27.8K - $35.1K
1.98K $993K
ETN
Eaton Corp PLC

Industrials
-23
- 4.09%
$246.52 - $356.99 $5.67K - $8.21K
540 $192K
SPGI
S&P Global Inc.

Financial Services
-62
- 1.16%
$438.31 - $527.29 $27.2K - $32.7K
5.26K $2.77M
CARR
Carrier Global Corp

Industrials
-10
- 0.12%
$55.55 - $75.83 $556 - $758
8.08K $591K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-840
- 11.88%
$320.42 - $424.58 $269K - $357K
6.23K $2.64M
GNRC
Generac Holdings Inc.

Industrials
-418
- 4.4%
$101.92 - $143.21 $42.6K - $59.9K
9.08K $1.3M
AMD
Advanced Micro Devices Inc

Technology
-941
- 15.26%
$78.21 - $143.81 $73.6K - $135K
5.23K $741K
IVW
Ishares S&P 500 Growth ETF

ETFs
-420
- 4.52%
$82.96 - $110.1 $34.8K - $46.2K
8.88K $977K
GLW
Corning Inc

Technology
-10
- 0.05%
$39.07 - $52.59 $391 - $526
19.3K $1.01M
CAT
Caterpillar Inc

Industrials
-72
- 2.53%
$273.94 - $388.21 $19.7K - $28K
2.78K $1.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-120
- 1.89%
$224.16 - $285.86 $26.9K - $34.3K
6.22K $1.78M
MSCI
Msci Inc.

Financial Services
-280
- 0.86%
$506.56 - $576.74 $142K - $161K
32.3K $18.6M
STT
State Street Corp

Financial Services
-1.67K
- 7.19%
$75.33 - $106.34 $125K - $177K
21.5K $2.28M
ORCL
Oracle Corp

Technology
-151
- 4.27%
$122.82 - $218.63 $18.5K - $33K
3.39K $740K
AXP
American Express CO

Financial Services
-27
- 0.5%
$231.39 - $318.98 $6.25K - $8.61K
5.38K $1.72M
URI
United Rentals, Inc.

Industrials
-35
- 1.19%
$551.94 - $753.4 $19.3K - $26.4K
2.91K $2.19M
HON
Honeywell International Inc

Industrials
-302
- 1.41%
$182.86 - $232.88 $55.2K - $70.3K
21.1K $4.92M
IBM
International Business Machines Corp

Technology
-926
- 6.39%
$221.03 - $294.78 $205K - $273K
13.6K $4M
ECL
Ecolab Inc.

Basic Materials
-1.42K
- 2.83%
$225.65 - $270.95 $319K - $383K
48.6K $13.1M
MS
Morgan Stanley

Financial Services
-342
- 1.59%
$99.83 - $140.86 $34.1K - $48.2K
21.1K $2.98M
VTI
Vanguard Total Stock Market Et

ETFs
-465
- 2.15%
$243.75 - $303.93 $113K - $141K
21.1K $6.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-204
- 1.81%
$496.48 - $617.85 $101K - $126K
11.1K $6.84M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.21%
$4164.15 - $5789.24 $4.16K - $5.79K
486 $2.81M
RTX
Raytheon Technologies Corp

Industrials
-3.38K
- 4.2%
$113.75 - $148.48 $385K - $502K
77.1K $11.3M
GE
General Electric CO

Industrials
-118
- 0.82%
$166.81 - $257.39 $19.7K - $30.4K
14.3K $3.68M
WMT
Walmart Inc.

Consumer Defensive
-260
- 0.32%
$81.79 - $99.98 $21.3K - $26K
82.1K $8.02M
BAC
Bank Of America Corp

Financial Services
-1.17K
- 0.67%
$34.39 - $47.46 $40.2K - $55.5K
175K $8.27M
ADBE
Adobe Inc.

Technology
-2.49K
- 0.42%
$340.0 - $420.68 $847K - $1.05M
584K $226M
DIS
Walt Disney CO

Communication Services
-519
- 1.23%
$81.72 - $124.01 $42.4K - $64.4K
41.6K $5.16M
ADP
Automatic Data Processing Inc

Industrials
-2.51K
- 0.39%
$276.76 - $326.81 $693K - $819K
638K $197M
CRM
Salesforce, Inc.

Technology
-183
- 0.06%
$236.26 - $291.15 $43.2K - $53.3K
318K $86.7M
HDB
Hdfc Bank LTD

Financial Services
-4.34K
- 2.2%
$63.78 - $77.48 $277K - $336K
193K $14.8M
ROK
Rockwell Automation, Inc

Industrials
-22
- 0.09%
$218.97 - $332.17 $4.82K - $7.31K
25.6K $8.51M
ALGN
Align Technology Inc

Healthcare
-12.4K
- 7.07%
$144.32 - $190.42 $1.79M - $2.36M
163K $30.8M
JPM
Jpmorgan Chase & CO

Financial Services
-1.4K
- 1.81%
$210.28 - $289.91 $294K - $405K
75.6K $21.9M
NKE
Nike, Inc.

Consumer Cyclical
-40.7K
- 5.14%
$53.27 - $72.04 $2.17M - $2.93M
751K $53.3M
GOOG
Alphabet Inc.

Communication Services
-4.26K
- 2.25%
$146.58 - $180.01 $624K - $766K
185K $32.7M
ABT
Abbott Laboratories

Healthcare
-14.1K
- 0.83%
$123.95 - $138.08 $1.75M - $1.95M
1.68M $229M
ADI
Analog Devices Inc

Technology
-20
- 0.01%
$164.6 - $238.02 $3.29K - $4.76K
191K $45.4M
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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