First Trust Advisors
LOAR icon

First Trust Advisors’s Loar Holdings LOAR Stock Holding History

First Trust 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 		$6.93M Sell
86,031
-110,810
-56% -$7.06M ﹤0.01% 1390
2026
Q1 		$11.3M Sell
196,841
-22,061
-10% -$1.49M 0.01% 1056
2025
Q4 		$14.9M Sell
218,902
-113,639
-34% -$8.29M 0.01% 953
2025
Q3 		$26.6M Buy
332,541
+267,401
+411% +$20.1M 0.02% 811
2025
Q2 		$5.61M Sell
65,140
-2,369
-4% -$205K ﹤0.01% 1309
2025
Q1 		$4.77M Buy
67,509
+6,793
+11% +$490K ﹤0.01% 1336
2024
Q4 		$4.49M Buy
+60,716
New +$4.98M ﹤0.01% 1419

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

First Trust Advisors's LOAR Position: Q2 2026 in Review

First Trust Advisors reduced its Loar Holdings (LOAR) stake by 56% in Q2 2026, selling an estimated $7.06M and leaving 86,031 shares worth $6.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

First Trust Advisors first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.6M in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • First Trust Advisors held 86,031 shares of Loar Holdings worth $6.93M as of Q2 2026.
  • First Trust Advisors sold 110,810 Loar Holdings shares in Q2 2026, an estimated $7.06M.
  • Loar Holdings made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1390 holding.
  • First Trust Advisors first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • First Trust Advisors's Loar Holdings position peaked at $26.6M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.