Envestnet Asset Management
LOAR icon

Envestnet Asset Management’s Loar Holdings LOAR Stock Holding History

Envestnet Asset 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 		$4.23M Sell
52,497
-258
-0.5% -$16.4K ﹤0.01% 2584
2026
Q1 		$3.02M Buy
52,755
+15,836
+43% +$1.07M ﹤0.01% 2697
2025
Q4 		$2.51M Buy
36,919
+7,157
+24% +$522K ﹤0.01% 2667
2025
Q3 		$2.38M Buy
29,762
+8,699
+41% +$654K ﹤0.01% 2771
2025
Q2 		$1.81M Buy
21,063
+6,065
+40% +$525K ﹤0.01% 2893
2025
Q1 		$1.06M Sell
14,998
-2,561
-15% -$185K ﹤0.01% 3157
2024
Q4 		$1.3M Buy
17,559
+2,484
+16% +$204K ﹤0.01% 2983
2024
Q3 		$1.12M Sell
15,075
-192
-1% -$12.7K ﹤0.01% 3056
2024
Q2 		$815K Buy
+15,267
New +$827K ﹤0.01% 3156

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

Envestnet Asset Management's LOAR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Loar Holdings (LOAR) stake by 0.49% in Q2 2026, selling an estimated $16.4K and leaving 52,497 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Envestnet Asset Management first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Envestnet Asset Management held 52,497 shares of Loar Holdings worth $4.23M as of Q2 2026.
  • Envestnet Asset Management sold 258 Loar Holdings shares in Q2 2026, an estimated $16.4K.
  • Loar Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2584 holding.
  • Envestnet Asset Management first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.