Algert Global’s Loar Holdings LOAR Stock Holding History

Algert Global’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
2025 Q4	–	Sell	-15,250	Closed	-$1.22M	–	1352
2025 Q3	$1.22M	Sell	15,250 -32,323	-68%	-$2.43M	0.02%	807
2025 Q2	$4.1M	Buy	+47,573	New	+$4.12M	0.09%	395

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Algert Global's LOAR Position: Q4 2025 in Review

Algert Global sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 15,250 shares — an estimated $1.22M sold.

Algert Global first reported a position in LOAR in Q2 2025 and held it in 2 quarters. The position peaked at $4.1M in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

Algert Global reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
Algert Global sold 15,250 Loar Holdings shares in Q4 2025, an estimated $1.22M.
Algert Global first reported a position in Loar Holdings in Q2 2025 and held it in 2 quarters.
Algert Global's Loar Holdings position peaked at $4.1M in Q2 2025.
241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.