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Atlantic Edge Private Wealth Management’s Loar Holdings LOAR Stock Holding History

Atlantic Edge Private 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 		$116K Buy
1,445
+305
+27% +$19.4K 0.02% 180
2026
Q1 		$65.3K Buy
+1,140
New +$76.9K 0.02% 216

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

Atlantic Edge Private Wealth Management's LOAR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Loar Holdings (LOAR) stake by 27% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,445 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #180.

Atlantic Edge Private Wealth Management first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,445 shares of Loar Holdings worth $116K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 305 Loar Holdings shares in Q2 2026, an estimated $19.4K.
  • Loar Holdings made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.