DiNuzzo Private Wealth
LOAR icon

DiNuzzo Private Wealth’s Loar Holdings LOAR Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$247 Hold
4
– – ﹤0.01% 1245
2026
Q2 		$323 Buy
4
+3
+300% +$191 ﹤0.01% 1195
2026
Q1 		$58 Buy
+1
New +$67 ﹤0.01% 1302

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Moody Aldrich Partners
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Oppenheimer Asset Management
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Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Linden Thomas Advisory Services
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Empirical Wealth Management
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DiNuzzo Private Wealth's LOAR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Loar Holdings (LOAR) position steady in Q3 2026 at 4 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

DiNuzzo Private Wealth first reported a position in LOAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $323 in Q2 2026. 74 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • DiNuzzo Private Wealth held 4 shares of Loar Holdings worth $247 as of Q3 2026.
  • DiNuzzo Private Wealth left its Loar Holdings share count unchanged in Q3 2026.
  • Loar Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1245 holding.
  • DiNuzzo Private Wealth first reported a position in Loar Holdings in Q1 2026 and has held it in 3 quarters since.
  • DiNuzzo Private Wealth's Loar Holdings position peaked at $323 in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.