Action Point Financial Planning’s Loar Holdings LOAR Stock Holding History

Action Point Financial Planning’s Portfolio LOAR Stock Details LOAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77K	Buy	+23	New	+$1.47K	﹤0.01%	2301

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's LOAR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Loar Holdings (LOAR) in Q2 2026: 23 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #2301 among its holdings.

280 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Action Point Financial Planning held 23 shares of Loar Holdings worth $1.77K as of Q2 2026.
Loar Holdings was a new Action Point Financial Planning position in Q2 2026.
Loar Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2301 holding.
280 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.