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 Q2	$323	Buy	4 +3	+300%	+$191	﹤0.01%	1195
2026 Q1	$58	Buy	+1	New	+$67	﹤0.01%	1302

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

DiNuzzo Private Wealth's LOAR Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Loar Holdings (LOAR) stake by 300% in Q2 2026, buying an estimated $191 and bringing the position to 4 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

DiNuzzo Private Wealth first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

DiNuzzo Private Wealth held 4 shares of Loar Holdings worth $323 as of Q2 2026.
DiNuzzo Private Wealth bought 3 Loar Holdings shares in Q2 2026, an estimated $191.
Loar Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1195 holding.
DiNuzzo Private Wealth first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
56 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.