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Bellevue Asset Management’s Loar Holdings LOAR Stock Holding History

Bellevue Asset 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
2025
Q2 		– Sell
-21
Closed -$1.48K – 490
2025
Q1 		$1.48K Hold
21
– – ﹤0.01% 448
2024
Q4 		$1.55K Buy
+21
New +$1.72K ﹤0.01% 461

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BlackRock
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bellevue Asset Management's LOAR Position: Q2 2025 in Review

Bellevue Asset Management sold out of Loar Holdings (LOAR) in Q2 2025, closing a stake of 21 shares — an estimated $1.48K sold.

Bellevue Asset Management first reported a position in LOAR in Q4 2024 and held it in 2 quarters. The position peaked at $1.55K in Q4 2024. 253 funds tracked by Wall St. Rank hold LOAR as of Q2 2025.

  • Bellevue Asset Management reported no remaining Loar Holdings position as of Q2 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 21 Loar Holdings shares in Q2 2025, an estimated $1.48K.
  • Bellevue Asset Management first reported a position in Loar Holdings in Q4 2024 and held it in 2 quarters.
  • Bellevue Asset Management's Loar Holdings position peaked at $1.55K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.