EWA
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EverSource Wealth Advisors’s Loar Holdings LOAR Stock Holding History

EverSource Wealth Advisors’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 		$15.2K Buy
189
+172
+1,012% +$11K ﹤0.01% 2637
2026
Q1 		$973 Sell
17
-44
-72% -$2.97K ﹤0.01% 3864
2025
Q4 		$4.15K Buy
61
+53
+663% +$3.86K ﹤0.01% 3195
2025
Q3 		$640 Sell
8
-6
-43% -$451 ﹤0.01% 3875
2025
Q2 		$1.21K Hold
14
– – ﹤0.01% 3680
2025
Q1 		$989 Buy
+14
New +$1.01K ﹤0.01% 3234

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

EverSource Wealth Advisors's LOAR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Loar Holdings (LOAR) stake by 1,012% in Q2 2026, buying an estimated $11K and bringing the position to 189 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

EverSource Wealth Advisors first reported a position in LOAR in Q1 2025 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • EverSource Wealth Advisors held 189 shares of Loar Holdings worth $15.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 172 Loar Holdings shares in Q2 2026, an estimated $11K.
  • Loar Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2637 holding.
  • EverSource Wealth Advisors first reported a position in Loar Holdings in Q1 2025 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.