Fidelity Investments’s Loar Holdings LOAR Stock Holding History

Fidelity Investments’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	$8.01M	Sell	99,406 -23,515	-19%	-$1.5M	﹤0.01%	2224
2026 Q1	$7.04M	Sell	122,921 -91,884	-43%	-$6.2M	﹤0.01%	2177
2025 Q4	$14.6M	Sell	214,805 -407,311	-65%	-$29.7M	﹤0.01%	1894
2025 Q3	$49.8M	Sell	622,116 -206,006	-25%	-$15.5M	﹤0.01%	1440
2025 Q2	$71.4M	Buy	828,122 +321,719	+64%	+$27.8M	﹤0.01%	1258
2025 Q1	$35.8M	Buy	506,403 +25,898	+5%	+$1.87M	﹤0.01%	1487
2024 Q4	$35.5M	Sell	480,505 -5,591	-1%	-$458K	﹤0.01%	1514
2024 Q3	$36.3M	Sell	486,096 -145,844	-23%	-$9.68M	﹤0.01%	1499
2024 Q2	$33.8M	Buy	+631,940	New	+$34.2M	﹤0.01%	1467

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments's LOAR Position: Q2 2026 in Review

Fidelity Investments reduced its Loar Holdings (LOAR) stake by 19% in Q2 2026, selling an estimated $1.5M and leaving 99,406 shares worth $8.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Fidelity Investments first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.4M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Fidelity Investments held 99,406 shares of Loar Holdings worth $8.01M as of Q2 2026.
Fidelity Investments sold 23,515 Loar Holdings shares in Q2 2026, an estimated $1.5M.
Loar Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2224 holding.
Fidelity Investments first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
Fidelity Investments's Loar Holdings position peaked at $71.4M in Q2 2025.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.