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
Q1 		$57.3K Buy
+1,000
New +$67.4K ﹤0.01% 3099

Other funds holding LOAR

ACM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cerity Partners's LOAR Position: Q1 2026 in Review

Cerity Partners reduced its Loar Holdings (LOAR) stake by 6% in Q1 2026, selling an estimated $978K and leaving 227,844 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #588.

Cerity Partners first reported a position in LOAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.9M in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Cerity Partners held 227,844 shares of Loar Holdings worth $13.1M as of Q1 2026.
  • Cerity Partners sold 14,502 Loar Holdings shares in Q1 2026, an estimated $978K.
  • Loar Holdings made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #588 holding.
  • Cerity Partners first reported a position in Loar Holdings in Q2 2025 and has held it in 4 quarters since.
  • Cerity Partners's Loar Holdings position peaked at $20.9M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.