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 Q2	$484	Buy	+6	New	+$382	﹤0.01%	1066

Other funds holding LOAR

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

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Activest Wealth Management's LOAR Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Loar Holdings (LOAR) in Q2 2026: 6 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

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

Activest Wealth Management held 6 shares of Loar Holdings worth $484 as of Q2 2026.
Loar Holdings was a new Activest Wealth Management position in Q2 2026.
Loar Holdings made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1066 holding.
55 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.