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
$1.3T
$32.7 Million 0.29% of portfolio
184,618
Q2 2025 Reduced 2.25%
$11.1B
$30.8 Million 0.28% of portfolio
162,704
Q2 2025 Reduced 7.07%
$164B
$30 Million 0.27% of portfolio
100,496
Q2 2025 Added 0.09%
$213B
$30 Million 0.27% of portfolio
379,060
Q2 2025 Reduced 3.71%
$205B
$29 Million 0.26% of portfolio
219,283
Q2 2025 Reduced 0.62%
$11.8B
$24.9 Million 0.22% of portfolio
125,674
Q2 2025 Added 64.04%
$884B
$21.9 Million 0.2% of portfolio
75,592
Q2 2025 Reduced 1.81%
$4.59B
$21.5 Million 0.19% of portfolio
286,044
Q2 2025 Reduced 0.17%
$14.2B
$19.3 Million 0.17% of portfolio
43,126
Q2 2025 Reduced 0.3%
$45.4B
$18.6 Million 0.17% of portfolio
32,280
Q2 2025 Reduced 0.86%
$51.1B
$18.2 Million 0.16% of portfolio
142,623
Q2 2025 Reduced 0.29%
$154B
$16.7 Million 0.15% of portfolio
59,923
Q2 2025 Reduced 4.08%
$13.4B
$14.9 Million 0.13% of portfolio
33,687
Q2 2025 Reduced 0.33%
$132B
$14.8 Million 0.13% of portfolio
192,957
Q2 2025 Reduced 2.2%
$79B
$13.1 Million 0.12% of portfolio
48,609
Q2 2025 Reduced 2.83%
$233B
$11.3 Million 0.1% of portfolio
77,127
Q2 2025 Reduced 4.2%
$314B
$10.4 Million 0.09% of portfolio
72,296
Q2 2025 Reduced 0.4%
$81.3B
$8.89 Million 0.08% of portfolio
35,937
Q2 2025 Reduced 1.4%
$39.6B
$8.51 Million 0.08% of portfolio
25,609
Q2 2025 Reduced 0.09%
$127B
$8.16 Million 0.07% of portfolio
118,240
Q2 2025 Reduced 2.31%
$298B
$8.07 Million 0.07% of portfolio
114,041
Q2 2025 Reduced 0.14%
$696B
$7.86 Million 0.07% of portfolio
10,089
Q2 2025 Added 0.19%
$407B
$8.27 Million 0.07% of portfolio
174,662
Q2 2025 Reduced 0.67%
$263B
$8.02 Million 0.07% of portfolio
82,061
Q2 2025 Reduced 0.32%
$2.47B
$7 Million 0.06% of portfolio
260,427
Q2 2025 Added 3.15%
$21.3B
$6.34 Million 0.06% of portfolio
28,439
Q2 2025 Reduced 8.23%
$0
$6.42 Million 0.06% of portfolio
21,136
Q2 2025 Reduced 2.15%
$0
$6.84 Million 0.06% of portfolio
11,065
Q2 2025 Reduced 1.81%
$70.1B
$5.92 Million 0.05% of portfolio
65,126
Q2 2025 Reduced 1.34%
$65.2B
$5.98 Million 0.05% of portfolio
21,195
Q2 2025 Reduced 0.83%
$126B
$5.06 Million 0.05% of portfolio
56,377
Q2 2025 Reduced 0.5%
$216B
$5.16 Million 0.05% of portfolio
41,584
Q2 2025 Reduced 1.23%
$23.2B
$5.44 Million 0.05% of portfolio
30,186
Q2 2025 Reduced 1.21%
$144B
$5.83 Million 0.05% of portfolio
11,473
Q2 2025 Added 0.09%
$120B
$6.08 Million 0.05% of portfolio
22,040
Q1 2025 Added 0.73%
$148B
$4.92 Million 0.04% of portfolio
21,148
Q2 2025 Reduced 1.41%
$177B
$4.43 Million 0.04% of portfolio
22,780
Q2 2025 Reduced 0.87%
$1.64B
$4.18 Million 0.04% of portfolio
275,620
Q2 2025 Reduced 0.15%
$64.8B
$3.89 Million 0.04% of portfolio
15,201
Q2 2025 Added 0.01%
$73.2B
$4.62 Million 0.04% of portfolio
29,637
Q2 2025 Reduced 1.15%
$218B
$4 Million 0.04% of portfolio
13,571
Q2 2025 Reduced 6.39%
$81.2B
$4.08 Million 0.04% of portfolio
54,876
Q2 2025 Reduced 48.87%
$50.3B
$4.34 Million 0.04% of portfolio
29,862
Q2 2025 Reduced 1.03%
$160B
$2.81 Million 0.03% of portfolio
45,986
Q2 2025 Reduced 1.31%
$222B
$2.81 Million 0.03% of portfolio
486
Q2 2025 Reduced 0.21%
$167B
$3.75 Million 0.03% of portfolio
6,901
Q1 2025 Reduced 10.19%
$0
$3.01 Million 0.03% of portfolio
5,465
Q4 2024 Added 1.77%
$255B
$2.98 Million 0.03% of portfolio
21,137
Q2 2025 Reduced 1.59%
$301B
$3.68 Million 0.03% of portfolio
14,286
Q2 2025 Reduced 0.82%

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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