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Blue Trust Inc’s Loar Holdings LOAR Stock Holding History

Blue Trust Inc’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
Q1 		– Sell
-14
Closed -$952 – 2704
2025
Q4 		$952 Hold
14
– – ﹤0.01% 2294
2025
Q3 		$1.12K Hold
14
– – ﹤0.01% 2296
2025
Q2 		$1.21K Hold
14
– – ﹤0.01% 2220
2025
Q1 		$989 Buy
+14
New +$1.01K ﹤0.01% 2297

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blue Trust Inc's LOAR Position: Q1 2026 in Review

Blue Trust Inc sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 14 shares — an estimated $952 sold.

Blue Trust Inc first reported a position in LOAR in Q1 2025 and held it in 4 quarters. The position peaked at $1.21K in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Blue Trust Inc reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 14 Loar Holdings shares in Q1 2026, an estimated $952.
  • Blue Trust Inc first reported a position in Loar Holdings in Q1 2025 and held it in 4 quarters.
  • Blue Trust Inc's Loar Holdings position peaked at $1.21K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.