FFO
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Fortitude Family Office’s Loar Holdings LOAR Stock Holding History

Fortitude Family Office’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 		$806 Sell
10
-7
-41% -$446 ﹤0.01% 1830
2026
Q1 		$974 Buy
17
+9
+113% +$607 ﹤0.01% 1513
2025
Q4 		$544 Buy
+8
New +$583 ﹤0.01% 1680
2025
Q3 		– Sell
-6
Closed -$517 – 2161
2025
Q2 		$517 Buy
+6
New +$519 ﹤0.01% 1796

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

Fortitude Family Office's LOAR Position: Q2 2026 in Review

Fortitude Family Office reduced its Loar Holdings (LOAR) stake by 41% in Q2 2026, selling an estimated $446 and leaving 10 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Fortitude Family Office first reported a position in LOAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $974 in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Fortitude Family Office held 10 shares of Loar Holdings worth $806 as of Q2 2026.
  • Fortitude Family Office sold 7 Loar Holdings shares in Q2 2026, an estimated $446.
  • Loar Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1830 holding.
  • Fortitude Family Office first reported a position in Loar Holdings in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Loar Holdings position peaked at $974 in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.