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Elevation Wealth Partners’s Loar Holdings LOAR Stock Holding History

Elevation Wealth Partners’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 		$2.02K Buy
25
+4
+19% +$255 ﹤0.01% 1201
2026
Q1 		$1.2K Buy
+21
New +$1.42K ﹤0.01% 979

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Elevation Wealth Partners's LOAR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Loar Holdings (LOAR) stake by 19% in Q2 2026, buying an estimated $255 and bringing the position to 25 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Elevation Wealth Partners first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Elevation Wealth Partners held 25 shares of Loar Holdings worth $2.02K as of Q2 2026.
  • Elevation Wealth Partners bought 4 Loar Holdings shares in Q2 2026, an estimated $255.
  • Loar Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1201 holding.
  • Elevation Wealth Partners first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.