EWM
LOAR icon

Empirical Wealth Management’s Loar Holdings LOAR Stock Holding History

Empirical Wealth Management’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 		$2.72M Hold
33,703
– – 0.04% 231
2026
Q1 		$1.93M Hold
33,703
– – 0.03% 254
2025
Q4 		$2.29M Hold
33,703
– – 0.04% 235
2025
Q3 		$2.7M Hold
33,703
– – 0.05% 207
2025
Q2 		$2.9M Buy
+33,703
New +$2.92M 0.07% 184
2025
Q1 		– Sell
-68,372
Closed -$5.05M – 722
2024
Q4 		$5.05M Buy
+68,372
New +$5.6M 0.14% 116

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

Empirical Wealth Management's LOAR Position: Q2 2026 in Review

Empirical Wealth Management held its Loar Holdings (LOAR) position steady in Q2 2026 at 33,703 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #231.

Empirical Wealth Management first reported a position in LOAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2024. 58 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Empirical Wealth Management held 33,703 shares of Loar Holdings worth $2.72M as of Q2 2026.
  • Empirical Wealth Management left its Loar Holdings share count unchanged in Q2 2026.
  • Loar Holdings made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Empirical Wealth Management first reported a position in Loar Holdings in Q4 2024 and has held it in 6 quarters since.
  • Empirical Wealth Management's Loar Holdings position peaked at $5.05M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.