Cassaday & Co Wealth Management’s Loar Holdings LOAR Stock Holding History

Cassaday & Co 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	$242	Buy	+3	New	+$191	﹤0.01%	1204

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cassaday & Co Wealth Management's LOAR Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Loar Holdings (LOAR) in Q2 2026: 3 shares worth $242. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Cassaday & Co Wealth Management held 3 shares of Loar Holdings worth $242 as of Q2 2026.
Loar Holdings was a new Cassaday & Co Wealth Management position in Q2 2026.
Loar Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1204 holding.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.