CFO
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CVA Family Office’s Loar Holdings LOAR Stock Holding History

CVA Family Office’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 		$1.13K Sell
14
-20
-59% -$1.27K ﹤0.01% 1624
2026
Q1 		$1.95K Buy
+34
New +$2.29K ﹤0.01% 1533

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

CVA Family Office's LOAR Position: Q2 2026 in Review

CVA Family Office reduced its Loar Holdings (LOAR) stake by 59% in Q2 2026, selling an estimated $1.27K and leaving 14 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

CVA Family Office first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.95K in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • CVA Family Office held 14 shares of Loar Holdings worth $1.13K as of Q2 2026.
  • CVA Family Office sold 20 Loar Holdings shares in Q2 2026, an estimated $1.27K.
  • Loar Holdings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1624 holding.
  • CVA Family Office first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's Loar Holdings position peaked at $1.95K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.