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Arax Advisory Partners’s Loar Holdings LOAR Stock Holding History

Arax Advisory Partners’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 		$35.7K Buy
+443
New +$28.2K ﹤0.01% 3546
2026
Q1 		– Sell
-2
Closed -$136 – 4412
2025
Q4 		$136 Sell
2
-26
-93% -$1.9K ﹤0.01% 3783
2025
Q3 		$2.24K Buy
+28
New +$2.1K ﹤0.01% 3093

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arax Advisory Partners's LOAR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Loar Holdings (LOAR) in Q2 2026: 443 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #3546 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in LOAR as recently as Q4 2025.

Arax Advisory Partners first reported a position in LOAR in Q3 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Arax Advisory Partners held 443 shares of Loar Holdings worth $35.7K as of Q2 2026.
  • Loar Holdings was a new Arax Advisory Partners position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3546 holding.
  • Arax Advisory Partners first reported a position in Loar Holdings in Q3 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.