Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 628 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $959M, Mastercard Inc with a value of $788M, Alphabet Inc. with a value of $732M, Intuit Inc with a value of $633M, and Amazon Com Inc with a value of $483M.

Examining the 13F form we can see an increase of $115M in the current position value, from $11.1B to 11.2B.

Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $11.2 Billion
Technology: $4.14 Billion
Healthcare: $1.75 Billion
Consumer Cyclical: $1.3 Billion
Financial Services: $1.2 Billion
Communication Services: $956 Million
Industrials: $738 Million
Consumer Defensive: $537 Million
Real Estate: $271 Million
Other: $333 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$3.02 Million 0.03% of portfolio
4
Q1 2025 Reduced 20.0%
$277B
$3.24 Million 0.03% of portfolio
20,352
Q3 2025 Reduced 3.71%
$273B
$3.83 Million 0.03% of portfolio
13,571
Q2 2025 Reduced 6.39%
$85.1B
$3.42 Million 0.03% of portfolio
16,107
Q3 2025 Reduced 9.01%
$51.4B
$2.7 Million 0.02% of portfolio
34,757
Q3 2025 Reduced 5.88%
$127B
$2.7 Million 0.02% of portfolio
7,592
Q3 2025 Reduced 0.26%
$0
$2.64 Million 0.02% of portfolio
14,490
Q3 2025 Reduced 0.31%
$101B
$1.95 Million 0.02% of portfolio
15,000
Q4 2024 New
$79B
$2.18 Million 0.02% of portfolio
32,467
Q3 2025 Reduced 40.84%
$8.77B
$2.03 Million 0.02% of portfolio
5,225
Q4 2024 Reduced 0.85%
$37.6B
$1.75 Million 0.02% of portfolio
19,148
Q3 2025 Reduced 0.42%
$0
$1.99 Million 0.02% of portfolio
6,218
Q2 2025 Reduced 1.89%
$0
$2.7 Million 0.02% of portfolio
5,758
Q3 2025 Reduced 7.55%
$23.8B
$2.77 Million 0.02% of portfolio
14,807
Q3 2025 Reduced 6.56%
$36.9B
$1.78 Million 0.02% of portfolio
21,559
Q3 2025 Added 0.01%
$2.46B
$2.2 Million 0.02% of portfolio
71,621
Q3 2025 Reduced 72.5%
$206B
$1.84 Million 0.02% of portfolio
12,400
Q3 2025 Added 955.32%
$11B
$2.69 Million 0.02% of portfolio
18,064
Q2 2025 Reduced 0.33%
$0
$2.67 Million 0.02% of portfolio
4,485
Q3 2025 Reduced 10.05%
$138B
$2.43 Million 0.02% of portfolio
95,450
Q3 2025 Reduced 3.2%
$162B
$1.72 Million 0.02% of portfolio
51,413
Q3 2025 Reduced 20.7%
$0
$2.23 Million 0.02% of portfolio
3,325
Q3 2025 Added 1.68%
$117B
$2 Million 0.02% of portfolio
856
Q3 2025 Added 1.9%
$48.8B
$2.52 Million 0.02% of portfolio
2,645
Q1 2025 Reduced 60.99%
$102B
$2.16 Million 0.02% of portfolio
12,657
Q3 2025 Added 1,118.19%
$0
$2.11 Million 0.02% of portfolio
3,443
Q3 2025 Reduced 9.08%
$270B
$1.78 Million 0.02% of portfolio
5,366
Q3 2025 Reduced 0.28%
$0
$877,000 0.01% of portfolio
4,705
Q3 2025 Added 36.89%
$122B
$660,000 0.01% of portfolio
3,060
Q3 2025 Reduced 19.75%
$0
$1.41 Million 0.01% of portfolio
7,973
Q1 2025 Reduced 3.28%
$0
$808,000 0.01% of portfolio
3,340
Q3 2025 Added 4.44%
$57.8B
$990,000 0.01% of portfolio
5,279
Q2 2023 Reduced 3.3%
$89.6B
$577,000 0.01% of portfolio
1,667
Q3 2025 Reduced 76.44%
$21.8B
$867,000 0.01% of portfolio
6,193
Q1 2025 Reduced 4.41%
$0
$973,000 0.01% of portfolio
14,359
Q3 2025 Reduced 6.0%
$0
$663,000 0.01% of portfolio
2,354
Q3 2023 Reduced 7.76%
$0
$793,000 0.01% of portfolio
5,700
Q3 2025 New
$169B
$962,000 0.01% of portfolio
10,080
Q3 2025 New
$50.6B
$1.65 Million 0.01% of portfolio
8,832
Q3 2025 Added 79.51%
$88.7B
$1.67 Million 0.01% of portfolio
7,400
Q3 2023 Added 15.63%
$0
$1.61 Million 0.01% of portfolio
7,920
Q1 2024 Reduced 16.8%
$0
$630,000 0.01% of portfolio
6,749
Q3 2025 Added 13.09%
$2.29B
$626,000 0.01% of portfolio
95,000
Q3 2025 New
$10.5B
$591,000 0.01% of portfolio
7,800
Q3 2025 New
$14.9B
$893,000 0.01% of portfolio
10,960
Q3 2025 Added 1,041.67%
$166B
$1.22 Million 0.01% of portfolio
27,838
Q3 2025 Added 253.14%
$109B
$1.55 Million 0.01% of portfolio
3,950
Q3 2025 Added 430.91%
$67.6B
$600,000 0.01% of portfolio
5,375
Q3 2023 Reduced 22.94%
$103B
$655,000 0.01% of portfolio
8,700
Q3 2025 Reduced 3.04%

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $11.2 Billion
  • Prior Value $11.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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