LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
•CIK: 932974•Filing: Q4 2025
Loring Wolcott & Coolidge Fiduciary Advisors LLP, managed by the seasoned team of Loring Wolcott and John Coolidge, maintains a concentrated portfolio with a focus on technology and growth stocks, currently holding 534 positions and managing $11.0 billion in assets. Recently, the fund has made notable shifts by adding UL, AAEQ, and Q, while significantly cutting positions in GWW and OTIS, and increasing stakes in TKR and QCOM, reflecting a strategic pivot towards high-growth opportunities.
Total AUM
$11.0B
QoQ Performance
-3.2%
Positions
459
Top 10 Concentration
50.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
MA
GOOGL9.0%
MSFT8.0%
MA6.5%
AMZN4.9%
INTU4.7%
SYK3.7%
DHR3.5%
AAPL3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology35.1%
Other29.7%
Consumer10.4%
Financial9.7%
Healthcare9.6%
Real Estate2.1%
Energy1.9%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+324 more exited positions
Changes from Q3 2025
NEW3 new positions
↑40 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023