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Creative Financial Designs’s Loar Holdings LOAR Stock Holding History

Creative Financial Designs’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
2025
Q2 		– Sell
-13
Closed -$918 – 2188
2025
Q1 		$918 Buy
+13
New +$938 ﹤0.01% 1800

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Financial Designs's LOAR Position: Q2 2025 in Review

Creative Financial Designs sold out of Loar Holdings (LOAR) in Q2 2025, closing a stake of 13 shares — an estimated $918 sold.

Creative Financial Designs first reported a position in LOAR in Q1 2025 and held it in 1 quarter. The position peaked at $918 in Q1 2025. 253 funds tracked by Wall St. Rank hold LOAR as of Q2 2025.

  • Creative Financial Designs reported no remaining Loar Holdings position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 13 Loar Holdings shares in Q2 2025, an estimated $918.
  • Creative Financial Designs first reported a position in Loar Holdings in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's Loar Holdings position peaked at $918 in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.