Loring Wolcott & Coolidge Fiduciary Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 23, 2026

Latest 13F moves (filed Oct 23, 2026): 13 added, 29 reduced. Largest change by value: reduced $GOOGL ($960.46M held).

New positions
0
Added / reduced
13 / 29
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$V Added +19.21K (+3.17%) 625.69K $224.83M —
$META Added +3.31K (+1.21%) 277.55K $201.27M —
$ADI Added +16.85K (+7.88%) 230.61K $91.49M —
$LLY Added +16.20K (+27.11%) 75.98K $87.92M —
$AVGO Added +123.68K (+173.81%) 194.83K $68.42M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$GOOGL Reduced -29.38K (-1.04%) 2.79M $960.46M —
$AAPL Reduced -15.69K (-1.08%) 1.43M $476.35M —
$TMO Reduced -37.14K (-7.56%) 454.34K $306.70M —
$INTU Reduced -19.47K (-1.87%) 1.02M $281.40M —
$VEEV Reduced -28.76K (-3.63%) 764.48K $218.22M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$V Added +19.21K (+3.17%) 625.69K $224.83M —
$META Added +3.31K (+1.21%) 277.55K $201.27M —
$ADI Added +16.85K (+7.88%) 230.61K $91.49M —
$LLY Added +16.20K (+27.11%) 75.98K $87.92M —
$AVGO Added +123.68K (+173.81%) 194.83K $68.42M —
$UNP Added +5.28K (+2.17%) 248.38K $67.59M —
$ISRG Added +96.94K (+235.79%) 138.05K $56.14M —
$WSE Added +392.89K (+8.97%) 4.77M $54.35M —
$ECL Added +4.99K (+4.28%) 121.57K $33.38M —
$TSM Added +19.56K (+421.16%) 24.21K $11.04M —
$IVV Added +4.90K (+152.40%) 8.11K $6.21M —
$NXT Added +27K (+5400.80%) 27.50K $2.14M —
$APH Added +15.15K (+209.72%) 22.38K $1.89M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$GOOGL Reduced -29.38K (-1.04%) 2.79M $960.46M —
$AAPL Reduced -15.69K (-1.08%) 1.43M $476.35M —
$TMO Reduced -37.14K (-7.56%) 454.34K $306.70M —
$INTU Reduced -19.47K (-1.87%) 1.02M $281.40M —
$VEEV Reduced -28.76K (-3.63%) 764.48K $218.22M —
$AMT Reduced -65.75K (-5.81%) 1.07M $174.44M —
$ABT Reduced -35.57K (-2.27%) 1.53M $151.27M —
$CHD Reduced -30.86K (-2.94%) 1.02M $95.98M —
$FISV Reduced -255.45K (-11.09%) 2.05M $92.49M —
$PM Reduced -10.29K (-2.17%) 463.13K $88.37M —
$PAYC Reduced -326.11K (-44.90%) 400.14K $87.09M —
$QCOM Reduced -120.75K (-21.25%) 447.34K $82.33M —
$SBUX Reduced -25.15K (-3.19%) 763.50K $71.74M —
$IDXX Reduced -2.36K (-2.01%) 114.83K $59.97M Read
$ORLY Reduced -13.42K (-1.91%) 687.86K $58.75M —
$GOOG Reduced -6.55K (-3.89%) 162.05K $55.22M —
$WEX Reduced -46.86K (-12.76%) 320.48K $54.06M —
$LOW Reduced -35.13K (-11.47%) 271.04K $49.95M —
$ADBE Reduced -33.24K (-19.61%) 136.31K $32.71M —
$REGN Reduced -26.11K (-39.64%) 39.76K $30.15M Read
$MCD Reduced -4.37K (-4.16%) 100.60K $23.23M —
$PEP Reduced -8.71K (-5.17%) 159.82K $20.25M —
$ANET Reduced -4.66K (-5.33%) 82.76K $16.85M —
$BR Reduced -135.81K (-61.58%) 84.73K $13.65M —
$NKE Reduced -354K (-52.46%) 320.82K $11.36M —
$ACN Reduced -10.94K (-16.62%) 54.89K $10.07M —
$CRM Reduced -22.82K (-44.31%) 28.68K $6.58M —
$TKR Reduced -16.70K (-31.85%) 35.72K $4.17M —
$TTD Reduced -462.31K (-59.83%) 310.35K $3.78M —

All tracked 13F moves by Loring Wolcott & Coolidge Fiduciary Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VEEV Reduced -28.76K (-3.63%) 764.48K $218.22M —
$TMO Reduced -37.14K (-7.56%) 454.34K $306.70M —
$SBUX Reduced -25.15K (-3.19%) 763.50K $71.74M —
$PM Reduced -10.29K (-2.17%) 463.13K $88.37M —
$PEP Reduced -8.71K (-5.17%) 159.82K $20.25M —
$ORLY Reduced -13.42K (-1.91%) 687.86K $58.75M —
$MCD Reduced -4.37K (-4.16%) 100.60K $23.23M —
$INTU Reduced -19.47K (-1.87%) 1.02M $281.40M —
$IDXX Reduced -2.36K (-2.01%) 114.83K $59.97M Read
$CHD Reduced -30.86K (-2.94%) 1.02M $95.98M —
$ANET Reduced -4.66K (-5.33%) 82.76K $16.85M —
$AAPL Reduced -15.69K (-1.08%) 1.43M $476.35M —
$AMT Reduced -65.75K (-5.81%) 1.07M $174.44M —
$GOOGL Reduced -29.38K (-1.04%) 2.79M $960.46M —
$GOOG Reduced -6.55K (-3.89%) 162.05K $55.22M —
$ABT Reduced -35.57K (-2.27%) 1.53M $151.27M —
$WEX Reduced -46.86K (-12.76%) 320.48K $54.06M —
$TTD Reduced -462.31K (-59.83%) 310.35K $3.78M —
$TKR Reduced -16.70K (-31.85%) 35.72K $4.17M —
$CRM Reduced -22.82K (-44.31%) 28.68K $6.58M —
$REGN Reduced -26.11K (-39.64%) 39.76K $30.15M Read
$QCOM Reduced -120.75K (-21.25%) 447.34K $82.33M —
$PAYC Reduced -326.11K (-44.90%) 400.14K $87.09M —
$NKE Reduced -354K (-52.46%) 320.82K $11.36M —
$LOW Reduced -35.13K (-11.47%) 271.04K $49.95M —
$FISV Reduced -255.45K (-11.09%) 2.05M $92.49M —
$BR Reduced -135.81K (-61.58%) 84.73K $13.65M —
$ADBE Reduced -33.24K (-19.61%) 136.31K $32.71M —
$ACN Reduced -10.94K (-16.62%) 54.89K $10.07M —
$WSE Added +392.89K (+8.97%) 4.77M $54.35M —
$V Added +19.21K (+3.17%) 625.69K $224.83M —
$UNP Added +5.28K (+2.17%) 248.38K $67.59M —
$TSM Added +19.56K (+421.16%) 24.21K $11.04M —
$NXT Added +27K (+5400.80%) 27.50K $2.14M —
$META Added +3.31K (+1.21%) 277.55K $201.27M —
$IVV Added +4.90K (+152.40%) 8.11K $6.21M —
$ISRG Added +96.94K (+235.79%) 138.05K $56.14M —
$LLY Added +16.20K (+27.11%) 75.98K $87.92M —
$ECL Added +4.99K (+4.28%) 121.57K $33.38M —
$AVGO Added +123.68K (+173.81%) 194.83K $68.42M —
$ADI Added +16.85K (+7.88%) 230.61K $91.49M —
$APH Added +15.15K (+209.72%) 22.38K $1.89M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Loring Wolcott & Coolidge Fiduciary Advisors holds or traded

Frequently asked questions

What did Loring Wolcott & Coolidge Fiduciary Advisors buy and sell in its latest 13F?

It opened or added to $V, $META, $ADI, $LLY and $AVGO; it cut or exited $GOOGL, $AAPL, $TMO, $INTU and $VEEV.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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