Cerity Partners
LOAR icon

Cerity Partners’s Loar Holdings LOAR Stock Holding History

Cerity Partners’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 		$15.8M Sell
196,529
-31,315
-14% -$2M 0.02% 562
2026
Q1 		$13.1M Sell
227,844
-14,502
-6% -$978K 0.02% 588
2025
Q4 		$16.5M Buy
242,346
+20
+0% +$1.46K 0.02% 467
2025
Q3 		$19.4M Sell
242,326
-28
-0% -$2.1K 0.03% 387
2025
Q2 		$20.9M Buy
+242,354
New +$21M 0.04% 352

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

Cerity Partners's LOAR Position: Q2 2026 in Review

Cerity Partners reduced its Loar Holdings (LOAR) stake by 14% in Q2 2026, selling an estimated $2M and leaving 196,529 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #562.

Cerity Partners first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.9M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Cerity Partners held 196,529 shares of Loar Holdings worth $15.8M as of Q2 2026.
  • Cerity Partners sold 31,315 Loar Holdings shares in Q2 2026, an estimated $2M.
  • Loar Holdings made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #562 holding.
  • Cerity Partners first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's Loar Holdings position peaked at $20.9M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.