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Bogart Wealth LLC’s Loar Holdings LOAR Stock Holding History

Bogart Wealth LLC’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 		$4.67K Buy
58
+17
+41% +$1.08K ﹤0.01% 1220
2026
Q1 		$2.35K Buy
+41
New +$2.77K ﹤0.01% 1237

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

Bogart Wealth LLC's LOAR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Loar Holdings (LOAR) stake by 41% in Q2 2026, buying an estimated $1.08K and bringing the position to 58 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 58 shares of Loar Holdings worth $4.67K as of Q2 2026.
  • Bogart Wealth LLC bought 17 Loar Holdings shares in Q2 2026, an estimated $1.08K.
  • Loar Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1220 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.