FDW
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Fourth Dimension Wealth’s Loar Holdings LOAR Stock Holding History

Fourth Dimension Wealth’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 		$471K Buy
5,841
+1,454
+33% +$92.7K 0.15% 105
2026
Q1 		$251K Buy
+4,387
New +$296K 0.1% 123

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

Fourth Dimension Wealth's LOAR Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Loar Holdings (LOAR) stake by 33% in Q2 2026, buying an estimated $92.7K and bringing the position to 5,841 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #105.

Fourth Dimension Wealth first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Fourth Dimension Wealth held 5,841 shares of Loar Holdings worth $471K as of Q2 2026.
  • Fourth Dimension Wealth bought 1,454 Loar Holdings shares in Q2 2026, an estimated $92.7K.
  • Loar Holdings made up 0.15% of Fourth Dimension Wealth's portfolio in Q2 2026, its #105 holding.
  • Fourth Dimension Wealth first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.