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LOAR icon

Covestor’s Loar Holdings LOAR Stock Holding History

Covestor’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 		$92K Sell
1,139
-57
-5% -$3.63K 0.05% 404
2026
Q1 		$69K Sell
1,196
-701
-37% -$47.3K 0.05% 497
2025
Q4 		$129K Sell
1,897
-3
-0.2% -$219 0.07% 420
2025
Q3 		$152K Buy
1,900
+403
+27% +$30.3K 0.08% 333
2025
Q2 		$129K Buy
1,497
+1,308
+692% +$113K 0.08% 410
2025
Q1 		$13K Buy
189
+1
+0.5% +$72 0.01% 1374
2024
Q4 		$14K Hold
188
– – 0.01% 1361
2024
Q3 		$14K Buy
+188
New +$12.5K 0.01% 1373

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

Covestor's LOAR Position: Q2 2026 in Review

Covestor reduced its Loar Holdings (LOAR) stake by 4.8% in Q2 2026, selling an estimated $3.63K and leaving 1,139 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #404.

Covestor first reported a position in LOAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $152K in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Covestor held 1,139 shares of Loar Holdings worth $92K as of Q2 2026.
  • Covestor sold 57 Loar Holdings shares in Q2 2026, an estimated $3.63K.
  • Loar Holdings made up 0.05% of Covestor's portfolio in Q2 2026, its #404 holding.
  • Covestor first reported a position in Loar Holdings in Q3 2024 and has held it in 8 quarters since.
  • Covestor's Loar Holdings position peaked at $152K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.