Capstone Investment Advisors
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Capstone Investment Advisors’s Loar Holdings LOAR Stock Holding History

Capstone Investment Advisors’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 		– Sell
-6,853
Closed -$393K – 1947
2026
Q1 		$393K Buy
6,853
+147
+2% +$9.91K ﹤0.01% 1255
2025
Q4 		$456K Sell
6,706
-3,701
-36% -$270K ﹤0.01% 1175
2025
Q3 		$833K Buy
10,407
+6,907
+197% +$519K ﹤0.01% 1102
2025
Q2 		$302K Buy
+3,500
New +$303K ﹤0.01% 1377

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

Capstone Investment Advisors's LOAR Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 6,853 shares — an estimated $393K sold.

Capstone Investment Advisors first reported a position in LOAR in Q2 2025 and held it in 4 quarters. The position peaked at $833K in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,853 Loar Holdings shares in Q2 2026, an estimated $393K.
  • Capstone Investment Advisors first reported a position in Loar Holdings in Q2 2025 and held it in 4 quarters.
  • Capstone Investment Advisors's Loar Holdings position peaked at $833K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.