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
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

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T. Rowe Price Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM