Creative Planning
LOAR icon

Creative Planning’s Loar Holdings LOAR Stock Holding History

Creative Planning’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 		$1.42M Buy
17,555
+3,371
+24% +$215K ﹤0.01% 2364
2026
Q1 		$813K Buy
14,184
+1,040
+8% +$70.1K ﹤0.01% 2628
2025
Q4 		$894K Sell
13,144
-418
-3% -$30.5K ﹤0.01% 2372
2025
Q3 		$1.08M Buy
13,562
+381
+3% +$28.6K ﹤0.01% 2037
2025
Q2 		$1.14M Buy
+13,181
New +$1.14M ﹤0.01% 1741

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

Creative Planning's LOAR Position: Q2 2026 in Review

Creative Planning increased its Loar Holdings (LOAR) stake by 24% in Q2 2026, buying an estimated $215K and bringing the position to 17,555 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Creative Planning first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Creative Planning held 17,555 shares of Loar Holdings worth $1.42M as of Q2 2026.
  • Creative Planning bought 3,371 Loar Holdings shares in Q2 2026, an estimated $215K.
  • Loar Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2364 holding.
  • Creative Planning first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.