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Congress Asset Management’s Loar Holdings LOAR Stock Holding History

Congress Asset 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 		– Sell
-36,701
Closed -$2.1M – 443
2026
Q1 		$2.1M Buy
+36,701
New +$2.48M 0.02% 301

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

Congress Asset Management's LOAR Position: Q2 2026 in Review

Congress Asset Management sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 36,701 shares — an estimated $2.1M sold.

Congress Asset Management first reported a position in LOAR in Q1 2026 and held it in 1 quarter. The position peaked at $2.1M in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Congress Asset Management reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 36,701 Loar Holdings shares in Q2 2026, an estimated $2.1M.
  • Congress Asset Management first reported a position in Loar Holdings in Q1 2026 and held it in 1 quarter.
  • Congress Asset Management's Loar Holdings position peaked at $2.1M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.