EI
LOAR icon

Ethic Inc’s Loar Holdings LOAR Stock Holding History

Ethic Inc’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 		$377K Buy
+4,674
New +$298K ﹤0.01% 1042
2025
Q1 		– Sell
-5,731
Closed -$424K – 1231
2024
Q4 		$424K Buy
+5,731
New +$470K 0.01% 853

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

Ethic Inc's LOAR Position: Q2 2026 in Review

Ethic Inc opened a new position in Loar Holdings (LOAR) in Q2 2026: 4,674 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Ethic Inc previously reported a position in LOAR as recently as Q4 2024.

Ethic Inc first reported a position in LOAR in Q4 2024 and has held it in 2 quarters since. The position peaked at $424K in Q4 2024. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Ethic Inc held 4,674 shares of Loar Holdings worth $377K as of Q2 2026.
  • Loar Holdings was a new Ethic Inc position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1042 holding.
  • Ethic Inc first reported a position in Loar Holdings in Q4 2024 and has held it in 2 quarters since.
  • Ethic Inc's Loar Holdings position peaked at $424K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.