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Freestone Grove Partners’s Loar Holdings LOAR Stock Holding History

Freestone Grove Partners’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
Q1 		$173K Buy
3,024
+8
+0.3% +$540 ﹤0.01% 752
2025
Q4 		$205K Sell
3,016
-100,709
-97% -$7.34M ﹤0.01% 698
2025
Q3 		$8.3M Hold
103,725
– – 0.06% 305
2025
Q2 		$8.94M Buy
+103,725
New +$8.98M 0.07% 291

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners's LOAR Position: Q1 2026 in Review

Freestone Grove Partners increased its Loar Holdings (LOAR) stake by 0.27% in Q1 2026, buying an estimated $540 and bringing the position to 3,024 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Freestone Grove Partners first reported a position in LOAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.94M in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Freestone Grove Partners held 3,024 shares of Loar Holdings worth $173K as of Q1 2026.
  • Freestone Grove Partners bought 8 Loar Holdings shares in Q1 2026, an estimated $540.
  • Loar Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #752 holding.
  • Freestone Grove Partners first reported a position in Loar Holdings in Q2 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Loar Holdings position peaked at $8.94M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.