LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

RIA/Wealth

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a RIA/Wealth based in Boston, MA led by Charles-Frederick David Boit, reporting $12.9B in AUM as of Q3 2025 with 36% Technology concentration.

PresidentCharles-Frederick David Boit

Portfolio Value: $11.4B
Positions: 526
Top Holding: MSFT at 8.46%
Last Reported: Q3 2025

Address230 Congress Street, Boston, MA, 02110-2437, United States

Top Holdings

Largest long holdings in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio (48.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$964.0M	8.46%	-$16.2M Sold	0.02% 1.9M shares	≤ Q2 2013 Held for 12y 5m+
2 Mastercard MA	Financial - Credit Services Financial Services	$795.3M	6.98%	-$11.7M Sold	0.15% 1.4M shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$762.5M	6.69%	-$9.3M Sold	0.02% 3.0M shares	≤ Q2 2013 Held for 12y 5m+
4 Intuit INTU	Software - Application Technology	$628.5M	5.51%	+$2.5M Bought	0.33% 927.4K shares	≤ Q2 2013 Held for 12y 5m+
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$486.7M	4.27%	-$2.9M Sold	0.02% 2.2M shares	≤ Q2 2013 Held for 12y 5m+
6 Stryker SYK	Medical - Devices Healthcare	$443.6M	3.89%	-$3.1M Sold	0.30% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
7 Danaher DHR	Medical - Diagnostics & Research Healthcare	$371.6M	3.26%	-$1.1M Sold	0.23% 1.7M shares	≤ Q2 2013 Held for 12y 5m+
8 Apple AAPL	Consumer Electronics Technology	$370.9M	3.25%	-$9.1M Sold	0.01% 1.4M shares	≤ Q2 2013 Held for 12y 5m+
9 Fiserv FI	Information Technology Services Technology	$362.1M	3.18%	+$13.6M Bought	0.54% 2.9M shares	Q4 2022 Held for 2y 11m
10 Nvidia NVDA	Semiconductors Technology	$321.6M	2.82%	+$10.6M Bought	0.01% 1.8M shares	Q3 2017 Held for 8y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's latest filing

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Market Value

$11.4B

Prior: $11.3B

Q/Q Change

+0.723%

+$81.8M

Net Flows % of MV

-0.9%

Turnover Ratio

1.89%

New Purchases

12 stocks

$4.2M

Added To

77 stocks

+$152.9M

Sold Out Of

34 stocks

$11.6M

Reduced Holdings

163 stocks

-$248.0M

Increased Positions

Position	Shares Δ	Change
1 Open Text OTEX	New	0 → 28.0K +$1.1M
2 RB Global RBA	New	0 → 9.3K +$949.4K
3 Warner Music Group WMG	New	0 → 25.9K +$863.8K
4 CBRE Group CBRE	New	0 → 3.1K +$513.9K
5 Madrigal Pharmaceuticals, Inc. MDGL	New	0 → 500.0 +$211.9K

Decreased Positions

Position	Shares Δ	Change
1 GoDaddy GDDY	Sold	30.2K → 0 −$5.4M
2 United Rentals URI	Sold	2.9K → 0 −$2.2M
3 Concentra Group Holdings Parent CON	Sold	79.4K → 0 −$1.6M
4 Interactive Brokers Group, Inc. IBKR	Sold	21.8K → 0 −$1.2M
5 Elevance Health ELV	Sold	522.0 → 0 −$203.0K

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Analytics

Portfolio insights and performance metrics for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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Sector Allocation

Technology

36.00%

Healthcare

16.10%

Consumer Cyclical

11.30%

Financial Services

10.50%

Communication Services

8.70%

Industrials

6.80%

Consumer Defensive

4.70%

Real Estate

2.40%

Energy

1.90%

ETF

0.50%

Basic Materials

0.40%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

46.05%

Large Cap ($10B - $200B)

51.51%

Mid Cap ($2B - $10B)

1.18%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

1.24%

Portfolio Concentration

Top 10 Holdings %

48.32%

Top 20 Holdings %

69.48%

Top 50 Holdings %

92.96%

Top 100 Holdings %

98.11%