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Clearstead Advisors’s Loar Holdings LOAR Stock Holding History

Clearstead 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 		$323 Buy
+4
New +$255 ﹤0.01% 3054
2026
Q1 		– Sell
-72
Closed -$4.9K – 2880
2025
Q4 		$4.9K Buy
72
+62
+620% +$4.52K ﹤0.01% 2020
2025
Q3 		$800 Buy
10
+1
+11% +$75 ﹤0.01% 2657
2025
Q2 		$776 Sell
9
-1
-10% -$87 ﹤0.01% 2453
2025
Q1 		$707 Buy
+10
New +$721 ﹤0.01% 2031

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

Clearstead Advisors's LOAR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Loar Holdings (LOAR) in Q2 2026: 4 shares worth $323. The stake represents ﹤0.01% of the portfolio and ranks #3054 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LOAR as recently as Q4 2025.

Clearstead Advisors first reported a position in LOAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.9K in Q4 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Clearstead Advisors held 4 shares of Loar Holdings worth $323 as of Q2 2026.
  • Loar Holdings was a new Clearstead Advisors position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3054 holding.
  • Clearstead Advisors first reported a position in Loar Holdings in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Loar Holdings position peaked at $4.9K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.