StockDrifts LogoStockDrifts

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Portfolio Manager
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma
Performance
-12.47% (2026 Q1)
AUM (13F)
$9.98B
# of Holdings
560
Performance Rank
Allocation (Top 20)
69.11%

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Holdings Map

Top 50 Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
9.18%2.89M$916.3M
-2.86%(-85.11K)
2025-Q1: 3.06M shares2025-Q2: 3.05M shares2025-Q3: 3.01M shares2025-Q4: 2.97M shares2026-Q1: 2.89M shares
$44.74(+768.21%)
2026-03-31
MA
MASTERCARD INC
6.89%1.38M$687.7M
-0.28%(-3.92K)
2025-Q1: 1.45M shares2025-Q2: 1.41M shares2025-Q3: 1.39M shares2025-Q4: 1.38M shares2026-Q1: 1.38M shares
$30.88(+1509.87%)
2026-03-31
MSFT
MICROSOFT CORP
6.85%1.84M$683.4M
+0.08%(+1.45K)
2025-Q1: 1.91M shares2025-Q2: 1.88M shares2025-Q3: 1.85M shares2025-Q4: 1.84M shares2026-Q1: 1.84M shares
$64.89(+533.95%)
2026-03-31
AMZN
AMAZON.COM
5.36%2.24M$535.1M
+2.14%(+47.04K)
2025-Q1: 2.20M shares2025-Q2: 2.21M shares2025-Q3: 2.20M shares2025-Q4: 2.20M shares2026-Q1: 2.24M shares
$103.20(+165.08%)
2026-03-31
SYK
STRYKER CORP
3.9%1.15M$389.6M
-0.44%(-5.13K)
2025-Q1: 1.17M shares2025-Q2: 1.17M shares2025-Q3: 1.16M shares2025-Q4: 1.15M shares2026-Q1: 1.15M shares
$86.30(+242.11%)
2026-03-31
AAPL
APPLE INC
3.73%1.43M$372.1M
+0.75%(+10.61K)
2025-Q1: 1.49M shares2025-Q2: 1.46M shares2025-Q3: 1.43M shares2025-Q4: 1.42M shares2026-Q1: 1.43M shares
$21.88(+1198.60%)
2026-03-31
INTU
INTUIT
3.57%1.01M$355.8M
+7.55%(+71.21K)
2025-Q1: 934.5K shares2025-Q2: 923.7K shares2025-Q3: 927.4K shares2025-Q4: 942.7K shares2026-Q1: 1.01M shares
$116.08(+243.16%)
2026-03-31
NVDA
NVIDIA CORP
3.43%1.82M$342.7M
+4.40%(+76.51K)
2025-Q1: 1.56M shares2025-Q2: 1.71M shares2025-Q3: 1.77M shares2025-Q4: 1.74M shares2026-Q1: 1.82M shares
$56.55(+247.51%)
2026-03-31
TJX
TJX COMPANIES INC
3.42%2.11M$341.0M
-2.44%(-52.71K)
2025-Q1: 2.30M shares2025-Q2: 2.26M shares2025-Q3: 2.22M shares2025-Q4: 2.16M shares2026-Q1: 2.11M shares
$14.22(+989.86%)
2026-03-31
DHR
DANAHER CORP SHS BEN INT
3.15%1.66M$314.7M
+0.04%(+615)
2025-Q1: 1.67M shares2025-Q2: 1.67M shares2025-Q3: 1.67M shares2025-Q4: 1.66M shares2026-Q1: 1.66M shares
$47.46(+267.92%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all