Activest Wealth Management
LOAR icon

Activest Wealth Management’s Loar Holdings LOAR Stock Holding History

Activest Wealth Management’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
Q3 		– Sell
-6
Closed -$484 – 1394
2026
Q2 		$484 Buy
+6
New +$382 ﹤0.01% 1066

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Bank of New York Mellon
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One Advisory Partners
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Daiwa Securities Group
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Riverbridge Partners
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Burkett Financial Services
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Activest Wealth Management's LOAR Position: Q3 2026 in Review

Activest Wealth Management sold out of Loar Holdings (LOAR) in Q3 2026, closing a stake of 6 shares — an estimated $484 sold.

Activest Wealth Management first reported a position in LOAR in Q2 2026 and held it in 1 quarter. The position peaked at $484 in Q2 2026. 129 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Activest Wealth Management reported no remaining Loar Holdings position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 6 Loar Holdings shares in Q3 2026, an estimated $484.
  • Activest Wealth Management first reported a position in Loar Holdings in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Loar Holdings position peaked at $484 in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.